SFSG
Sound Financial Strategies Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
5,255
+148
| +3% | +$21.2K | 0.64% | 53 |
|
|
2025
Q1 | $854K | Buy |
+5,107
| New | +$854K | 0.76% | 22 |
|
|
2024
Q2 | – | Sell |
-3,976
| Closed | -$627K | – | 95 |
|
|
2024
Q1 | $627K | Sell |
3,976
-173
| -4% | -$27.3K | 0.52% | 36 |
|
|
2023
Q4 | $619K | Sell |
4,149
-1,565
| -27% | -$233K | 0.52% | 29 |
|
|
2023
Q3 | $963K | Sell |
5,714
-321
| -5% | -$54.1K | 0.8% | 17 |
|
|
2023
Q2 | $950K | Buy |
+6,035
| New | +$950K | 0.69% | 35 |
|
|
2023
Q1 | – | Sell |
-6,219
| Closed | -$1.12M | – | 65 |
|
|
2022
Q4 | $1.12M | Buy |
+6,219
| New | +$1.12M | 0.81% | 17 |
|
|
2022
Q3 | – | Sell |
-7,752
| Closed | -$1.12M | – | 34 |
|
|
2022
Q2 | $1.12M | Sell |
7,752
-2,976
| -28% | -$431K | 0.88% | 18 |
|
|
2022
Q1 | $1.75M | Buy |
10,728
+4,506
| +72% | +$734K | 0.96% | 8 |
|
|
2021
Q4 | $730K | Sell |
6,222
-166
| -3% | -$19.5K | 0.37% | 35 |
|
|
2021
Q3 | $648K | Sell |
6,388
-4
| -0.1% | -$406 | 0.33% | 42 |
|
|
2021
Q2 | $669K | Buy |
6,392
+626
| +11% | +$65.5K | 0.33% | 25 |
|
|
2021
Q1 | $604K | Buy |
+5,766
| New | +$604K | 0.31% | 40 |
|
|
2020
Q4 | – | Sell |
-5,694
| Closed | -$410K | – | 90 |
|
|
2020
Q3 | $410K | Sell |
5,694
-108
| -2% | -$7.78K | 0.26% | 50 |
|
|
2020
Q2 | $518K | Sell |
5,802
-3
| -0.1% | -$268 | 0.34% | 30 |
|
|
2020
Q1 | $421K | Sell |
5,805
-2,718
| -32% | -$197K | 0.29% | 41 |
|
|
2019
Q4 | $1.03M | Buy |
+8,523
| New | +$1.03M | 0.65% | 56 |
|