SVWAG
Sound View Wealth Advisors Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Buy |
37,296
+1,865
| +5% | +$267K | 0.39% | 61 |
|
|
2025
Q1 | $5.93M | Sell |
35,431
-3,538
| -9% | -$592K | 0.49% | 54 |
|
|
2024
Q4 | $5.64M | Sell |
38,969
-2,241
| -5% | -$325K | 0.45% | 52 |
|
|
2024
Q3 | $6.07M | Buy |
41,210
+3,609
| +10% | +$531K | 0.5% | 51 |
|
|
2024
Q2 | $5.88M | Buy |
37,601
+361
| +1% | +$56.5K | 0.61% | 47 |
|
|
2024
Q1 | $5.87M | Sell |
37,240
-923
| -2% | -$146K | 0.63% | 44 |
|
|
2023
Q4 | $5.69M | Buy |
38,163
+1,019
| +3% | +$152K | 0.63% | 41 |
|
|
2023
Q3 | $6.26M | Buy |
37,144
+1,242
| +3% | +$209K | 0.78% | 36 |
|
|
2023
Q2 | $5.65M | Sell |
35,902
-907
| -2% | -$143K | 0.74% | 38 |
|
|
2023
Q1 | $6.01M | Sell |
36,809
-1,354
| -4% | -$221K | 0.82% | 34 |
|
|
2022
Q4 | $5.69M | Buy |
38,163
+7,238
| +23% | +$1.08M | 0.63% | 41 |
|
|
2022
Q3 | $4.44M | Sell |
30,925
-3
| -0% | -$431 | 1% | 30 |
|
|
2022
Q2 | $4.48M | Buy |
30,928
+372
| +1% | +$53.9K | 0.94% | 32 |
|
|
2022
Q1 | $4.98M | Buy |
30,556
+388
| +1% | +$63.2K | 0.95% | 31 |
|
|
2021
Q4 | $3.54M | Buy |
30,168
+506
| +2% | +$59.4K | 0.67% | 42 |
|
|
2021
Q3 | $3.01M | Sell |
29,662
-1,221
| -4% | -$124K | 0.63% | 46 |
|
|
2021
Q2 | $3.24M | Sell |
30,883
-1,557
| -5% | -$163K | 0.68% | 43 |
|
|
2021
Q1 | $3.4M | Sell |
32,440
-330
| -1% | -$34.6K | 0.79% | 39 |
|
|
2020
Q4 | $2.77M | Sell |
32,770
-1,166
| -3% | -$98.5K | 0.68% | 42 |
|
|
2020
Q3 | $2.44M | Sell |
33,936
-379
| -1% | -$27.3K | 0.64% | 44 |
|
|
2020
Q2 | $3.06M | Buy |
34,315
+1,856
| +6% | +$166K | 0.86% | 36 |
|
|
2020
Q1 | $2.35M | Sell |
32,459
-680
| -2% | -$49.3K | 0.81% | 40 |
|
|
2019
Q4 | $3.99M | Buy |
33,139
+3,362
| +11% | +$405K | 1.13% | 25 |
|
|
2019
Q3 | $3.53M | Sell |
29,777
-108
| -0.4% | -$12.8K | 1.05% | 29 |
|
|
2019
Q2 | $3.72M | Buy |
+29,885
| New | +$3.72M | 1.1% | 24 |
|