SIS
Sound Income Strategies’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Buy |
6,378
+888
| +16% | +$127K | 0.05% | 153 |
|
|
2025
Q1 | $918K | Sell |
5,490
-1,316
| -19% | -$220K | 0.05% | 154 |
|
|
2024
Q4 | $986K | Sell |
6,806
-248
| -4% | -$35.9K | 0.06% | 138 |
|
|
2024
Q3 | $1.04M | Buy |
7,054
+928
| +15% | +$137K | 0.07% | 134 |
|
|
2024
Q2 | $958K | Sell |
6,126
-365
| -6% | -$57.1K | 0.06% | 133 |
|
|
2024
Q1 | $1.02M | Sell |
6,491
-858
| -12% | -$135K | 0.08% | 126 |
|
|
2023
Q4 | $1.1M | Buy |
7,349
+2,533
| +53% | +$378K | 0.09% | 115 |
|
|
2023
Q3 | $812K | Buy |
4,816
+1,092
| +29% | +$184K | 0.07% | 106 |
|
|
2023
Q2 | $586K | Buy |
3,724
+1,175
| +46% | +$185K | 0.06% | 110 |
|
|
2023
Q1 | $416K | Sell |
2,549
-541
| -18% | -$88.3K | 0.05% | 116 |
|
|
2022
Q4 | $555K | Sell |
3,090
-22
| -0.7% | -$3.95K | 0.07% | 97 |
|
|
2022
Q3 | $447K | Buy |
3,112
+233
| +8% | +$33.5K | 0.07% | 100 |
|
|
2022
Q2 | $417K | Buy |
2,879
+395
| +16% | +$57.2K | 0.06% | 109 |
|
|
2022
Q1 | $404K | Buy |
2,484
+443
| +22% | +$72.1K | 0.05% | 113 |
|
|
2021
Q4 | $240K | Sell |
2,041
-369
| -15% | -$43.4K | 0.03% | 139 |
|
|
2021
Q3 | $244K | Buy |
2,410
+733
| +44% | +$74.2K | 0.03% | 132 |
|
|
2021
Q2 | $176K | Sell |
1,677
-1,315
| -44% | -$138K | 0.03% | 142 |
|
|
2021
Q1 | $313K | Buy |
2,992
+925
| +45% | +$96.9K | 0.05% | 107 |
|
|
2020
Q4 | $175K | Buy |
2,067
+12
| +0.6% | +$1.02K | 0.04% | 117 |
|
|
2020
Q3 | $148K | Sell |
2,055
-36
| -2% | -$2.59K | 0.04% | 105 |
|
|
2020
Q2 | $187K | Buy |
2,091
+102
| +5% | +$9.12K | 0.06% | 72 |
|
|
2020
Q1 | $144K | Buy |
1,989
+1,395
| +235% | +$101K | 0.05% | 70 |
|
|
2019
Q4 | $72K | Buy |
594
+55
| +10% | +$6.67K | 0.02% | 102 |
|
|
2019
Q3 | $64K | Buy |
539
+288
| +115% | +$34.2K | 0.02% | 98 |
|
|
2019
Q2 | $31K | Sell |
251
-57
| -19% | -$7.04K | 0.01% | 177 |
|
|
2019
Q1 | $38K | Sell |
308
-45
| -13% | -$5.55K | 0.02% | 157 |
|
|
2018
Q4 | $38K | Sell |
353
-233
| -40% | -$25.1K | 0.02% | 153 |
|
|
2018
Q3 | $72K | Buy |
586
+19
| +3% | +$2.33K | 0.04% | 99 |
|
|
2018
Q2 | $72K | Hold |
567
| – | – | 0.04% | 79 |
|
|
2018
Q1 | $65K | Buy |
567
+180
| +47% | +$20.6K | 0.04% | 94 |
|
|
2017
Q4 | $44K | Buy |
+387
| New | +$44K | 0.03% | 97 |
|