SIG
Stonegate Investment Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114M | Buy |
797,186
+7,087
| +0.9% | +$1.01M | 2.87% | 9 |
|
|
2025
Q1 | $132M | Buy |
790,099
+9,795
| +1% | +$1.64M | 3.53% | 7 |
|
|
2024
Q4 | $113M | Sell |
780,304
-6,777
| -0.9% | -$982K | 3.02% | 8 |
|
|
2024
Q3 | $116M | Buy |
787,081
+15,925
| +2% | +$2.35M | 3.05% | 8 |
|
|
2024
Q2 | $121M | Buy |
771,156
+6,492
| +0.8% | +$1.02M | 3.49% | 6 |
|
|
2024
Q1 | $121M | Buy |
764,664
+8,301
| +1% | +$1.31M | 3.78% | 5 |
|
|
2023
Q4 | $113M | Sell |
756,363
-1,334
| -0.2% | -$199K | 3.73% | 5 |
|
|
2023
Q3 | $128M | Sell |
757,697
-8,809
| -1% | -$1.49M | 4.64% | 3 |
|
|
2023
Q2 | $121M | Buy |
766,506
+1,792
| +0.2% | +$282K | 4.29% | 3 |
|
|
2023
Q1 | $125M | Buy |
764,714
+10,806
| +1% | +$1.76M | 4.68% | 3 |
|
|
2022
Q4 | $135M | Sell |
753,908
-7,939
| -1% | -$1.42M | 5.84% | 1 |
|
|
2022
Q3 | $109M | Buy |
761,847
+2,397
| +0.3% | +$344K | 5.02% | 3 |
|
|
2022
Q2 | $110M | Buy |
759,450
+30,762
| +4% | +$4.45M | 4.82% | 3 |
|
|
2022
Q1 | $119M | Buy |
728,688
+5,642
| +0.8% | +$919K | 3.9% | 4 |
|
|
2021
Q4 | $84.8M | Buy |
+723,046
| New | +$84.8M | 3.56% | 5 |
|