SIAP
Sterling Investment Advisors (Pennsylvania)’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Buy |
30,565
+3,956
| +15% | +$566K | 0.96% | 31 |
|
|
2025
Q1 | $4.45M | Buy |
26,609
+423
| +2% | +$70.8K | 1.07% | 27 |
|
|
2024
Q4 | $3.79M | Buy |
26,186
+1,875
| +8% | +$272K | 0.92% | 31 |
|
|
2024
Q3 | $3.58M | Buy |
24,311
+2,519
| +12% | +$371K | 0.91% | 33 |
|
|
2024
Q2 | $3.41M | Sell |
21,792
-198
| -0.9% | -$31K | 0.92% | 34 |
|
|
2024
Q1 | $3.47M | Buy |
21,990
+1,652
| +8% | +$261K | 0.98% | 32 |
|
|
2023
Q4 | $3.03M | Buy |
20,338
+2,556
| +14% | +$381K | 0.94% | 34 |
|
|
2023
Q3 | $3M | Buy |
17,782
+3,252
| +22% | +$548K | 1.05% | 28 |
|
|
2023
Q2 | $2.29M | Buy |
14,530
+66
| +0.5% | +$10.4K | 0.76% | 46 |
|
|
2023
Q1 | $2.36M | Sell |
14,464
-283
| -2% | -$46.2K | 0.8% | 44 |
|
|
2022
Q4 | $2.65M | Sell |
14,747
-2,524
| -15% | -$453K | 0.95% | 37 |
|
|
2022
Q3 | $2.48M | Buy |
17,271
+2,301
| +15% | +$331K | 0.93% | 33 |
|
|
2022
Q2 | $2.17M | Buy |
14,970
+266
| +2% | +$38.5K | 0.75% | 47 |
|
|
2022
Q1 | $2.39M | Buy |
14,704
+3,422
| +30% | +$557K | 0.68% | 53 |
|
|
2021
Q4 | $1.32M | Buy |
11,282
+1
| +0% | +$117 | 0.37% | 72 |
|
|
2021
Q3 | $1.14M | Sell |
11,281
-498
| -4% | -$50.5K | 0.34% | 79 |
|
|
2021
Q2 | $1.23M | Sell |
11,779
-50
| -0.4% | -$5.24K | 0.36% | 79 |
|
|
2021
Q1 | $1.24M | Buy |
11,829
+632
| +6% | +$66.3K | 0.4% | 72 |
|
|
2020
Q4 | $946K | Buy |
11,197
+503
| +5% | +$42.5K | 0.32% | 77 |
|
|
2020
Q3 | $770K | Buy |
10,694
+3
| +0% | +$216 | 0.3% | 80 |
|
|
2020
Q2 | $953K | Buy |
10,691
+402
| +4% | +$35.8K | 0.4% | 70 |
|
|
2020
Q1 | $745K | Buy |
10,289
+7,657
| +291% | +$554K | 0.39% | 69 |
|
|
2019
Q4 | $317K | Buy |
2,632
+1
| +0% | +$120 | 0.15% | 94 |
|
|
2019
Q3 | $312K | Buy |
2,631
+252
| +11% | +$29.9K | 0.16% | 83 |
|
|
2019
Q2 | $296K | Sell |
2,379
-1,018
| -30% | -$127K | 0.15% | 92 |
|
|
2019
Q1 | $418K | Buy |
3,397
+2
| +0.1% | +$246 | 0.21% | 86 |
|
|
2018
Q4 | $369K | Buy |
3,395
+251
| +8% | +$27.3K | 0.22% | 84 |
|
|
2018
Q3 | $384K | Buy |
3,144
+644
| +26% | +$78.7K | 0.2% | 86 |
|
|
2018
Q2 | $316K | Buy |
2,500
+500
| +25% | +$63.2K | 0.19% | 90 |
|
|
2018
Q1 | $228K | Hold |
2,000
| – | – | 0.14% | 102 |
|
|
2017
Q4 | $250K | Hold |
2,000
| – | – | 0.16% | 95 |
|
|
2017
Q3 | $235K | Sell |
2,000
-791
| -28% | -$92.9K | 0.16% | 96 |
|
|
2017
Q2 | $291K | Buy |
2,791
+41
| +1% | +$4.28K | 0.19% | 88 |
|
|
2017
Q1 | $295K | Sell |
2,750
-150
| -5% | -$16.1K | 0.21% | 82 |
|
|
2016
Q4 | $341K | Buy |
+2,900
| New | +$341K | 0.27% | 71 |
|