SFG
Sterling Financial Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Sell |
4,127
-124
| -3% | -$17.8K | 0.2% | 41 |
|
|
2025
Q1 | $711K | Sell |
4,251
-294
| -6% | -$49.2K | 0.26% | 36 |
|
|
2024
Q4 | $658K | Sell |
4,545
-16
| -0.4% | -$2.32K | 0.24% | 39 |
|
|
2024
Q3 | $672K | Hold |
4,561
| – | – | 0.29% | 34 |
|
|
2024
Q2 | $713K | Hold |
4,561
| – | – | 0.32% | 32 |
|
|
2024
Q1 | $719K | Buy |
4,561
+192
| +4% | +$30.3K | 0.34% | 32 |
|
|
2023
Q4 | $652K | Sell |
4,369
-30
| -0.7% | -$4.48K | 0.39% | 35 |
|
|
2023
Q3 | $742K | Buy |
4,399
+43
| +1% | +$7.25K | 0.47% | 25 |
|
|
2023
Q2 | $685K | Sell |
4,356
-23
| -0.5% | -$3.62K | 0.45% | 24 |
|
|
2023
Q1 | $786K | Hold |
4,379
| – | – | 0.6% | 24 |
|
|
2022
Q4 | $786K | Buy |
+4,379
| New | +$786K | 0.6% | 24 |
|