SPIA
Steward Partners Investment Advisory’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.6M | Buy |
248,624
+1,305
| +0.5% | +$187K | 0.28% | 68 |
|
|
2025
Q1 | $41.4M | Buy |
247,319
+1,168
| +0.5% | +$195K | 0.37% | 48 |
|
|
2024
Q4 | $35.7M | Sell |
246,151
-25,965
| -10% | -$3.76M | 0.32% | 67 |
|
|
2024
Q3 | $40.1M | Sell |
272,116
-43,036
| -14% | -$6.34M | 0.37% | 50 |
|
|
2024
Q2 | $49.3M | Sell |
315,152
-4,169
| -1% | -$652K | 0.52% | 34 |
|
|
2024
Q1 | $50.4M | Buy |
319,321
+52,134
| +20% | +$8.22M | 0.56% | 30 |
|
|
2023
Q4 | $39.9M | Buy |
267,187
+30,000
| +13% | +$4.47M | 0.54% | 32 |
|
|
2023
Q3 | $40M | Buy |
237,187
+11,968
| +5% | +$2.02M | 0.62% | 27 |
|
|
2023
Q2 | $35.4M | Buy |
225,219
+34,793
| +18% | +$5.47M | 0.53% | 34 |
|
|
2023
Q1 | $31.1M | Sell |
190,426
-5,065
| -3% | -$826K | 0.5% | 37 |
|
|
2022
Q4 | $35.1M | Buy |
195,491
+2,129
| +1% | +$382K | 0.6% | 25 |
|
|
2022
Q3 | $27.8M | Sell |
193,362
-23,089
| -11% | -$3.32M | 0.52% | 33 |
|
|
2022
Q2 | $31.3M | Sell |
216,451
-2,213
| -1% | -$320K | 0.57% | 25 |
|
|
2022
Q1 | $35.6M | Buy |
218,664
+20,918
| +11% | +$3.41M | 0.55% | 27 |
|
|
2021
Q4 | $23.2M | Buy |
197,746
+33,459
| +20% | +$3.93M | 0.35% | 58 |
|
|
2021
Q3 | $16.7M | Sell |
164,287
-14,049
| -8% | -$1.43M | 0.29% | 78 |
|
|
2021
Q2 | $18.7M | Buy |
178,336
+2,515
| +1% | +$263K | 0.32% | 68 |
|
|
2021
Q1 | $18.4M | Buy |
175,821
+16,877
| +11% | +$1.77M | 0.32% | 67 |
|
|
2020
Q4 | $13.4M | Buy |
158,944
+3,964
| +3% | +$335K | 0.29% | 85 |
|
|
2020
Q3 | $11.2M | Buy |
154,980
+10,592
| +7% | +$763K | 0.28% | 84 |
|
|
2020
Q2 | $12.9M | Buy |
144,388
+17,632
| +14% | +$1.57M | 0.37% | 64 |
|
|
2020
Q1 | $9.18M | Sell |
126,756
-9,338
| -7% | -$677K | 0.34% | 73 |
|
|
2019
Q4 | $16.4M | Buy |
136,094
+2,213
| +2% | +$267K | 0.48% | 48 |
|
|
2019
Q3 | $15.9M | Buy |
133,881
+7,120
| +6% | +$844K | 0.54% | 42 |
|
|
2019
Q2 | $15.8M | Buy |
126,761
+18,341
| +17% | +$2.28M | 0.58% | 40 |
|
|
2019
Q1 | $13.4M | Buy |
108,420
+7,514
| +7% | +$926K | 0.57% | 43 |
|
|
2018
Q4 | $11M | Buy |
100,906
+14,006
| +16% | +$1.52M | 0.53% | 43 |
|
|
2018
Q3 | $10.6M | Buy |
86,900
+14,704
| +20% | +$1.8M | 0.51% | 37 |
|
|
2018
Q2 | $9.13M | Buy |
72,196
+15,726
| +28% | +$1.99M | 0.54% | 31 |
|
|
2018
Q1 | $6.44M | Sell |
56,470
-797
| -1% | -$90.9K | 0.44% | 42 |
|
|
2017
Q4 | $7.17M | Buy |
57,267
+6,061
| +12% | +$759K | 0.55% | 37 |
|
|
2017
Q3 | $6.02M | Buy |
51,206
+1,263
| +3% | +$148K | 0.61% | 34 |
|
|
2017
Q2 | $5.21M | Sell |
49,943
-20,618
| -29% | -$2.15M | 0.59% | 39 |
|
|
2017
Q1 | $7.58M | Buy |
70,561
+58,634
| +492% | +$6.3M | 1.15% | 14 |
|
|
2016
Q4 | $1.4M | Buy |
+11,927
| New | +$1.4M | 0.64% | 32 |
|