SFI
SPC Financial Inc’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Sell |
6,449
-19
| -0.3% | -$2.72K | 0.08% | 121 |
|
|
2025
Q1 | $1.08M | Buy |
6,468
+96
| +2% | +$16.1K | 0.1% | 104 |
|
|
2024
Q4 | $923K | Buy |
6,372
+896
| +16% | +$130K | 0.08% | 116 |
|
|
2024
Q3 | $806K | Sell |
5,476
-195
| -3% | -$28.7K | 0.07% | 126 |
|
|
2024
Q2 | $887K | Buy |
5,671
+1,092
| +24% | +$171K | 0.08% | 107 |
|
|
2024
Q1 | $722K | Buy |
4,579
+2
| +0% | +$315 | 0.07% | 123 |
|
|
2023
Q4 | $683K | Buy |
4,577
+776
| +20% | +$116K | 0.07% | 122 |
|
|
2023
Q3 | $641K | Buy |
3,801
+178
| +5% | +$30K | 0.07% | 119 |
|
|
2023
Q2 | $570K | Buy |
3,623
+625
| +21% | +$98.3K | 0.06% | 127 |
|
|
2023
Q1 | $489K | Sell |
2,998
-8,553
| -74% | -$1.4M | 0.06% | 133 |
|
|
2022
Q4 | $2.07M | Sell |
11,551
-6,778
| -37% | -$1.22M | 0.25% | 61 |
|
|
2022
Q3 | $2.63M | Buy |
18,329
+4
| +0% | +$575 | 0.33% | 46 |
|
|
2022
Q2 | $2.65M | Sell |
18,325
-86
| -0.5% | -$12.5K | 0.33% | 46 |
|
|
2022
Q1 | $3M | Buy |
18,411
+1,407
| +8% | +$229K | 0.35% | 43 |
|
|
2021
Q4 | $2M | Buy |
17,004
+14,671
| +629% | +$1.72M | 0.22% | 56 |
|
|
2021
Q3 | $237K | Sell |
2,333
-371
| -14% | -$37.7K | 0.03% | 161 |
|
|
2021
Q2 | $283K | Sell |
2,704
-975
| -27% | -$102K | 0.03% | 147 |
|
|
2021
Q1 | $386K | Sell |
3,679
-207
| -5% | -$21.7K | 0.05% | 120 |
|
|
2020
Q4 | $328K | Sell |
3,886
-567
| -13% | -$47.9K | 0.05% | 128 |
|
|
2020
Q3 | $321K | Buy |
4,453
+590
| +15% | +$42.5K | 0.06% | 116 |
|
|
2020
Q2 | $345K | Sell |
3,863
-319
| -8% | -$28.5K | 0.07% | 104 |
|
|
2020
Q1 | $303K | Sell |
4,182
-757
| -15% | -$54.8K | 0.08% | 103 |
|
|
2019
Q4 | $595K | Sell |
4,939
-232
| -4% | -$27.9K | 0.11% | 82 |
|
|
2019
Q3 | $613K | Buy |
5,171
+670
| +15% | +$79.4K | 0.13% | 81 |
|
|
2019
Q2 | $560K | Buy |
4,501
+17
| +0.4% | +$2.12K | 0.11% | 88 |
|
|
2019
Q1 | $552K | Buy |
4,484
+151
| +3% | +$18.6K | 0.12% | 87 |
|
|
2018
Q4 | $471K | Sell |
4,333
-665
| -13% | -$72.3K | 0.13% | 82 |
|
|
2018
Q3 | $611K | Buy |
4,998
+300
| +6% | +$36.7K | 0.12% | 82 |
|
|
2018
Q2 | $594K | Buy |
4,698
+32
| +0.7% | +$4.05K | 0.13% | 83 |
|
|
2018
Q1 | $532K | Sell |
4,666
-249
| -5% | -$28.4K | 0.12% | 82 |
|
|
2017
Q4 | $615K | Sell |
4,915
-415
| -8% | -$51.9K | 0.14% | 75 |
|
|
2017
Q3 | $626K | Buy |
5,330
+830
| +18% | +$97.5K | 0.16% | 72 |
|
|
2017
Q2 | $469K | Buy |
4,500
+92
| +2% | +$9.59K | 0.12% | 76 |
|
|
2017
Q1 | $473K | Sell |
4,408
-703
| -14% | -$75.4K | 0.13% | 78 |
|
|
2016
Q4 | $602K | Sell |
5,111
-719
| -12% | -$84.7K | 0.18% | 59 |
|
|
2016
Q3 | $600K | Sell |
5,830
-601
| -9% | -$61.9K | 0.19% | 64 |
|
|
2016
Q2 | $674K | Sell |
6,431
-500
| -7% | -$52.4K | 0.24% | 67 |
|
|
2016
Q1 | $661K | Sell |
6,931
-1,250
| -15% | -$119K | 0.25% | 62 |
|
|
2015
Q4 | $736K | Buy |
8,181
+1,775
| +28% | +$160K | 0.29% | 63 |
|
|
2015
Q3 | $505K | Buy |
6,406
+950
| +17% | +$74.9K | 0.22% | 69 |
|
|
2015
Q2 | $526K | Hold |
5,456
| – | – | 0.15% | 80 |
|
|
2015
Q1 | $573K | Sell |
5,456
-318
| -6% | -$33.4K | 0.16% | 74 |
|
|
2014
Q4 | $648K | Buy |
5,774
+308
| +6% | +$34.6K | 0.19% | 70 |
|
|
2014
Q3 | $652K | Buy |
5,466
+118
| +2% | +$14.1K | 0.19% | 70 |
|
|
2014
Q2 | $698K | Buy |
5,348
+120
| +2% | +$15.7K | 0.2% | 72 |
|
|
2014
Q1 | $622K | Buy |
5,228
+53
| +1% | +$6.31K | 0.19% | 71 |
|
|
2013
Q4 | $646K | Buy |
5,175
+169
| +3% | +$21.1K | 0.2% | 70 |
|
|
2013
Q3 | $608K | Sell |
5,006
-119
| -2% | -$14.5K | 0.22% | 66 |
|
|
2013
Q2 | $606K | Buy |
+5,125
| New | +$606K | 0.23% | 65 |
|