SGK
Steigerwald Gordon & Koch’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
1,908
-160
| -8% | -$22.9K | 0.03% | 104 |
|
|
2025
Q1 | $346K | Hold |
2,068
| – | – | 0.04% | 96 |
|
|
2024
Q4 | $300K | Sell |
2,068
-102
| -5% | -$14.8K | 0.03% | 100 |
|
|
2024
Q3 | $320K | Buy |
2,170
+205
| +10% | +$30.2K | 0.03% | 98 |
|
|
2024
Q2 | $307K | Sell |
1,965
-62
| -3% | -$9.7K | 0.04% | 97 |
|
|
2024
Q1 | $320K | Buy |
2,027
+189
| +10% | +$29.8K | 0.04% | 96 |
|
|
2023
Q4 | $274K | Sell |
1,838
-201
| -10% | -$30K | 0.04% | 100 |
|
|
2023
Q3 | $344K | Sell |
2,039
-57
| -3% | -$9.61K | 0.05% | 87 |
|
|
2023
Q2 | $330K | Sell |
2,096
-73
| -3% | -$11.5K | 0.05% | 87 |
|
|
2023
Q1 | $354K | Buy |
2,169
+91
| +4% | +$14.8K | 0.05% | 85 |
|
|
2022
Q4 | $373K | Buy |
2,078
+264
| +15% | +$47.4K | 0.06% | 84 |
|
|
2022
Q3 | $261K | Sell |
1,814
-5
| -0.3% | -$719 | 0.05% | 88 |
|
|
2022
Q2 | $263K | Buy |
1,819
+255
| +16% | +$36.9K | 0.05% | 96 |
|
|
2022
Q1 | $255K | Buy |
+1,564
| New | +$255K | 0.04% | 100 |
|
|
2020
Q3 | – | Sell |
-2,352
| Closed | -$210K | – | 98 |
|
|
2020
Q2 | $210K | Buy |
+2,352
| New | +$210K | 0.06% | 92 |
|
|
2020
Q1 | – | Sell |
-3,708
| Closed | -$447K | – | 85 |
|
|
2019
Q4 | $447K | Buy |
3,708
+825
| +29% | +$99.5K | 0.11% | 66 |
|
|
2019
Q3 | $342K | Hold |
2,883
| – | – | 0.09% | 65 |
|
|
2019
Q2 | $359K | Sell |
2,883
-730
| -20% | -$90.9K | 0.09% | 64 |
|
|
2019
Q1 | $445K | Buy |
3,613
+48
| +1% | +$5.91K | 0.12% | 57 |
|
|
2018
Q4 | $388K | Buy |
3,565
+279
| +8% | +$30.4K | 0.12% | 60 |
|
|
2018
Q3 | $402K | Buy |
3,286
+124
| +4% | +$15.2K | 0.1% | 63 |
|
|
2018
Q2 | $400K | Sell |
3,162
-12
| -0.4% | -$1.52K | 0.11% | 59 |
|
|
2018
Q1 | $362K | Sell |
3,174
-19
| -0.6% | -$2.17K | 0.1% | 59 |
|
|
2017
Q4 | $400K | Sell |
3,193
-112
| -3% | -$14K | 0.11% | 53 |
|
|
2017
Q3 | $388K | Buy |
+3,305
| New | +$388K | 0.11% | 58 |
|
|
2017
Q2 | – | Sell |
-1,971
| Closed | -$212K | – | 88 |
|
|
2017
Q1 | $212K | Hold |
1,971
| – | – | 0.06% | 80 |
|
|
2016
Q4 | $232K | Buy |
+1,971
| New | +$232K | 0.07% | 72 |
|
|
2015
Q1 | – | Sell |
-1,812
| Closed | -$203K | – | 52 |
|
|
2014
Q4 | $203K | Hold |
1,812
| – | – | 0.1% | 51 |
|
|
2014
Q3 | $216K | Hold |
1,812
| – | – | 0.11% | 45 |
|
|
2014
Q2 | $237K | Buy |
+1,812
| New | +$237K | 0.13% | 43 |
|
|
2014
Q1 | – | Sell |
-1,712
| Closed | -$214K | – | 43 |
|
|
2013
Q4 | $214K | Hold |
1,712
| – | – | 0.13% | 41 |
|
|
2013
Q3 | $208K | Hold |
1,712
| – | – | 0.14% | 41 |
|
|
2013
Q2 | $203K | Buy |
+1,712
| New | +$203K | 0.14% | 42 |
|