Steel Grove Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
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|
2025
Q1 | $2.26M | Buy |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $2.74M | Sell |
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|
2024
Q1 | $2.86M | Buy |
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|
2023
Q4 | $2.1M | Buy |
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|
2023
Q3 | $983K | Sell |
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|
2023
Q2 | $942K | Buy |
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|
2023
Q1 | $583K | Buy |
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|
2022
Q4 | $603K | Hold |
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|
2022
Q3 | $482K | Buy |
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|
2022
Q2 | $437K | Sell |
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|
2022
Q1 | $2.74M | Sell |
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|
2021
Q4 | $2.25M | Sell |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $2.05M | Buy |
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|
2021
Q1 | $1.98M | Buy |
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|
2020
Q4 | $840K | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $1.34M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $1.32M | Sell |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.48M | Buy |
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|
2019
Q1 | $1.42M | Sell |
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|
2018
Q4 | $2.68M | Buy |
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|
2018
Q3 | $2.98M | Buy |
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|
2018
Q2 | $1.71M | Sell |
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|
2018
Q1 | $1.91M | Sell |
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|
2017
Q4 | $2.1M | Buy |
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|
2017
Q3 | $1.7M | Sell |
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|
2017
Q2 | $1.64M | Sell |
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|
2017
Q1 | $1.85M | Buy |
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|
2016
Q4 | $1.86M | Buy |
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|
2016
Q3 | $611K | Sell |
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|
2016
Q2 | $4.79M | Sell |
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|
2016
Q1 | $4.39M | Buy |
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|
2015
Q4 | $2.05M | Sell |
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|
2015
Q3 | $3.65M | Sell |
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|
2015
Q2 | $4.6M | Buy |
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|
2015
Q1 | $4.69M | Buy |
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|
2014
Q3 | $4.24M | Buy |
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|
2014
Q2 | $4.4M | Buy |
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|
2014
Q1 | $3.9M | Buy |
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|
2013
Q4 | $3.51M | Buy |
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|
2013
Q3 | $3.01M | Sell |
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|
2013
Q2 | $2.96M | Buy |
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