SFPG
Stonebridge Financial Planning Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
1,779
+74
| +4% | +$10.6K | 0.11% | 149 |
|
|
2025
Q1 | $285K | Sell |
1,705
-200
| -10% | -$33.5K | 0.13% | 143 |
|
|
2024
Q4 | $276K | Buy |
1,905
+401
| +27% | +$58.1K | 0.12% | 140 |
|
|
2024
Q3 | $221K | Hold |
1,504
| – | – | 0.11% | 146 |
|
|
2024
Q2 | $235K | Buy |
+1,504
| New | +$235K | 0.12% | 145 |
|
|
2023
Q4 | – | Sell |
-1,323
| Closed | -$223K | – | 150 |
|
|
2023
Q3 | $223K | Hold |
1,323
| – | – | 0.14% | 130 |
|
|
2023
Q2 | $208K | Sell |
1,323
-600
| -31% | -$94.4K | 0.13% | 129 |
|
|
2023
Q1 | $314K | Buy |
+1,923
| New | +$314K | 0.2% | 102 |
|
|
2022
Q1 | – | Sell |
-550
| Closed | -$72K | – | 161 |
|
|
2021
Q4 | $72K | Buy |
550
+50
| +10% | +$6.55K | 0.04% | 188 |
|
|
2021
Q3 | $57K | Sell |
500
-200
| -29% | -$22.8K | 0.03% | 206 |
|
|
2021
Q2 | $73K | Sell |
700
-500
| -42% | -$52.1K | 0.04% | 183 |
|
|
2021
Q1 | $122K | Sell |
1,200
-350
| -23% | -$35.6K | 0.07% | 140 |
|
|
2020
Q4 | $131K | Sell |
1,550
-312
| -17% | -$26.4K | 0.08% | 128 |
|
|
2020
Q3 | $136K | Sell |
1,862
-888
| -32% | -$64.9K | 0.1% | 113 |
|
|
2020
Q2 | $243K | Sell |
2,750
-100
| -4% | -$8.84K | 0.21% | 74 |
|
|
2020
Q1 | $245K | Sell |
2,850
-712
| -20% | -$61.2K | 0.24% | 70 |
|
|
2019
Q4 | $429K | Buy |
+3,562
| New | +$429K | 0.39% | 53 |
|