SIG
Spinnaker Investment Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,294
| Closed | -$384K | – | 102 |
|
|
2025
Q1 | $384K | Sell |
2,294
-126
| -5% | -$21.1K | 0.09% | 71 |
|
|
2024
Q4 | $351K | Buy |
2,420
+193
| +9% | +$28K | 0.08% | 69 |
|
|
2024
Q3 | $328K | Buy |
2,227
+51
| +2% | +$7.51K | 0.08% | 68 |
|
|
2024
Q2 | $340K | Sell |
2,176
-30
| -1% | -$4.69K | 0.09% | 63 |
|
|
2024
Q1 | $348K | Buy |
2,206
+139
| +7% | +$21.9K | 0.1% | 66 |
|
|
2023
Q4 | $308K | Buy |
2,067
+107
| +5% | +$16K | 0.09% | 67 |
|
|
2023
Q3 | $330K | Hold |
1,960
| – | – | 0.11% | 64 |
|
|
2023
Q2 | $308K | Buy |
1,960
+29
| +2% | +$4.56K | 0.1% | 67 |
|
|
2023
Q1 | $315K | Sell |
1,931
-64
| -3% | -$10.4K | 0.11% | 67 |
|
|
2022
Q4 | $358K | Buy |
1,995
+300
| +18% | +$53.8K | 0.13% | 63 |
|
|
2022
Q3 | $244K | Buy |
1,695
+100
| +6% | +$14.4K | 0.1% | 71 |
|
|
2022
Q2 | $231K | Sell |
1,595
-516
| -24% | -$74.7K | 0.09% | 68 |
|
|
2022
Q1 | $346K | Sell |
2,111
-94
| -4% | -$15.4K | 0.11% | 62 |
|
|
2021
Q4 | $285K | Buy |
+2,205
| New | +$285K | 0.1% | 76 |
|