Spirit of America Management Corp’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Sell |
48,390
-15,200
| -24% | -$2.18M | 1.44% | 14 |
|
|
2025
Q1 | $10.6M | Sell |
63,590
-9,900
| -13% | -$1.66M | 2.15% | 7 |
|
|
2024
Q4 | $10.6M | Sell |
73,490
-7,100
| -9% | -$1.03M | 2.16% | 7 |
|
|
2024
Q3 | $11.9M | Sell |
80,590
-3,000
| -4% | -$442K | 2.37% | 5 |
|
|
2024
Q2 | $13.1M | Sell |
83,590
-7,300
| -8% | -$1.14M | 2.65% | 6 |
|
|
2024
Q1 | $14.3M | Sell |
90,890
-5,800
| -6% | -$915K | 2.89% | 7 |
|
|
2023
Q4 | $14.4M | Hold |
96,690
| – | – | 3.16% | 6 |
|
|
2023
Q3 | $16.3M | Sell |
96,690
-2,350
| -2% | -$396K | 3.68% | 2 |
|
|
2023
Q2 | $15.6M | Sell |
99,040
-10,100
| -9% | -$1.59M | 3.51% | 2 |
|
|
2023
Q1 | $17.8M | Sell |
109,140
-1,200
| -1% | -$196K | 3.98% | 1 |
|
|
2022
Q4 | $19.8M | Sell |
110,340
-3,900
| -3% | -$700K | 4.45% | 1 |
|
|
2022
Q3 | $16.4M | Hold |
114,240
| – | – | 3.89% | 1 |
|
|
2022
Q2 | $16.5M | Sell |
114,240
-2,500
| -2% | -$362K | 3.76% | 2 |
|
|
2022
Q1 | $19M | Sell |
116,740
-2,600
| -2% | -$423K | 3.72% | 1 |
|
|
2021
Q4 | $14M | Sell |
119,340
-1,250
| -1% | -$147K | 2.81% | 5 |
|
|
2021
Q3 | $12.2M | Hold |
120,590
| – | – | 2.63% | 4 |
|
|
2021
Q2 | $12.6M | Hold |
120,590
| – | – | 2.7% | 4 |
|
|
2021
Q1 | $12.6M | Sell |
120,590
-650
| -0.5% | -$68.1K | 2.99% | 3 |
|
|
2020
Q4 | $10.2M | Sell |
121,240
-1,550
| -1% | -$131K | 2.56% | 8 |
|
|
2020
Q3 | $8.84M | Buy |
122,790
+4,200
| +4% | +$302K | 2.41% | 8 |
|
|
2020
Q2 | $10.6M | Buy |
118,590
+32,850
| +38% | +$2.93M | 2.72% | 7 |
|
|
2020
Q1 | $6.21M | Sell |
85,740
-2,655
| -3% | -$192K | 2% | 10 |
|
|
2019
Q4 | $10.7M | Sell |
88,395
-570
| -0.6% | -$68.7K | 1.86% | 14 |
|
|
2019
Q3 | $10.6M | Sell |
88,965
-1,210
| -1% | -$144K | 1.71% | 16 |
|
|
2019
Q2 | $11.2M | Buy |
90,175
+31,015
| +52% | +$3.86M | 1.69% | 17 |
|
|
2019
Q1 | $7.29M | Hold |
59,160
| – | – | 1.07% | 29 |
|
|
2018
Q4 | $6.44M | Buy |
59,160
+8,475
| +17% | +$922K | 1.02% | 30 |
|
|
2018
Q3 | $6.2M | Buy |
50,685
+17,000
| +50% | +$2.08M | 0.77% | 38 |
|
|
2018
Q2 | $4.26M | Buy |
33,685
+5,125
| +18% | +$648K | 0.53% | 52 |
|
|
2018
Q1 | $3.26M | Buy |
28,560
+20,300
| +246% | +$2.32M | 0.43% | 57 |
|
|
2017
Q4 | $1.03M | Hold |
8,260
| – | – | 0.11% | 134 |
|
|
2017
Q3 | $971K | Hold |
8,260
| – | – | 0.1% | 141 |
|
|
2017
Q2 | $862K | Hold |
8,260
| – | – | 0.09% | 141 |
|
|
2017
Q1 | $887K | Buy |
8,260
+660
| +9% | +$70.9K | 0.09% | 137 |
|
|
2016
Q4 | $895K | Hold |
7,600
| – | – | 0.1% | 139 |
|
|
2016
Q3 | $782K | Buy |
7,600
+1,000
| +15% | +$103K | 0.1% | 146 |
|
|
2016
Q2 | $692K | Hold |
6,600
| – | – | 0.1% | 149 |
|
|
2016
Q1 | $630K | Hold |
6,600
| – | – | 0.11% | 158 |
|
|
2015
Q4 | $594K | Buy |
6,600
+2,600
| +65% | +$234K | 0.11% | 162 |
|
|
2015
Q3 | $316K | Hold |
4,000
| – | – | 0.07% | 236 |
|
|
2015
Q2 | $386K | Hold |
4,000
| – | – | 0.07% | 222 |
|
|
2015
Q1 | $420K | Hold |
4,000
| – | – | 0.09% | 208 |
|
|
2014
Q4 | $449K | Hold |
4,000
| – | – | 0.11% | 189 |
|
|
2014
Q3 | $477K | Hold |
4,000
| – | – | 0.15% | 186 |
|
|
2014
Q2 | $522K | Hold |
4,000
| – | – | 0.21% | 145 |
|
|
2014
Q1 | $476K | Buy |
+4,000
| New | +$476K | 0.2% | 156 |
|
|
2013
Q4 | – | Sell |
-4,000
| Closed | -$486K | – | 106 |
|
|
2013
Q3 | $486K | Hold |
4,000
| – | – | 0.18% | 166 |
|
|
2013
Q2 | $473K | Buy |
+4,000
| New | +$473K | 0.17% | 167 |
|