SA
Strategic Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
21,767
-916
| -4% | -$131K | 0.61% | 34 |
|
|
2025
Q1 | $3.79M | Sell |
22,683
-506
| -2% | -$84.6K | 0.73% | 28 |
|
|
2024
Q4 | $3.36M | Sell |
23,189
-67
| -0.3% | -$9.7K | 0.61% | 32 |
|
|
2024
Q3 | $3.42M | Buy |
23,256
+182
| +0.8% | +$26.8K | 0.64% | 39 |
|
|
2024
Q2 | $3.61M | Sell |
23,074
-392
| -2% | -$61.3K | 0.7% | 31 |
|
|
2024
Q1 | $3.7M | Buy |
23,466
+2,832
| +14% | +$447K | 0.73% | 31 |
|
|
2023
Q4 | $3.08M | Sell |
20,634
-15,577
| -43% | -$2.32M | 0.58% | 38 |
|
|
2023
Q3 | $6.11M | Buy |
36,211
+639
| +2% | +$108K | 1.2% | 21 |
|
|
2023
Q2 | $5.6M | Buy |
35,572
+1,884
| +6% | +$296K | 1.07% | 24 |
|
|
2023
Q1 | $5.5M | Buy |
33,688
+1,607
| +5% | +$262K | 1.11% | 24 |
|
|
2022
Q4 | $5.76M | Buy |
32,081
+3,780
| +13% | +$678K | 1.28% | 23 |
|
|
2022
Q3 | $4.07M | Buy |
28,301
+156
| +0.6% | +$22.4K | 0.9% | 30 |
|
|
2022
Q2 | $4.07M | Sell |
28,145
-48,440
| -63% | -$7.01M | 0.85% | 33 |
|
|
2022
Q1 | $12.5M | Buy |
76,585
+14,531
| +23% | +$2.37M | 2.17% | 11 |
|
|
2021
Q4 | $7.28M | Buy |
62,054
+38,275
| +161% | +$4.49M | 1.04% | 22 |
|
|
2021
Q3 | $2.41M | Buy |
23,779
+13,509
| +132% | +$1.37M | 0.52% | 43 |
|
|
2021
Q2 | $1.08M | Sell |
10,270
-418
| -4% | -$43.8K | 0.28% | 78 |
|
|
2021
Q1 | $1.12M | Buy |
10,688
+2,903
| +37% | +$304K | 0.32% | 71 |
|
|
2020
Q4 | $702K | Sell |
7,785
-1,373
| -15% | -$124K | 0.2% | 88 |
|
|
2020
Q3 | $665K | Sell |
9,158
-3,513
| -28% | -$255K | 0.22% | 87 |
|
|
2020
Q2 | $1.15M | Buy |
12,671
+3,390
| +37% | +$308K | 0.43% | 51 |
|
|
2020
Q1 | $798K | Buy |
+9,281
| New | +$798K | 0.35% | 63 |
|
|
2016
Q3 | – | Sell |
-8,243
| Closed | -$864K | – | 128 |
|
|
2016
Q2 | $864K | Sell |
8,243
-13
| -0.2% | -$1.36K | 0.5% | 69 |
|
|
2016
Q1 | $788K | Sell |
8,256
-42
| -0.5% | -$4.01K | 0.45% | 70 |
|
|
2015
Q4 | $747K | Buy |
8,298
+414
| +5% | +$37.2K | 0.49% | 68 |
|
|
2015
Q3 | $622K | Sell |
7,884
-1,233
| -14% | -$97.3K | 0.43% | 76 |
|
|
2015
Q2 | $880K | Sell |
9,117
-5,530
| -38% | -$534K | 0.56% | 62 |
|
|
2015
Q1 | $1.91M | Buy |
14,647
+3,038
| +26% | +$397K | 1.23% | 25 |
|
|
2014
Q4 | $1.3M | Sell |
11,609
-2,850
| -20% | -$320K | 0.85% | 34 |
|
|
2014
Q3 | $1.73M | Sell |
14,459
-188
| -1% | -$22.4K | 1.13% | 27 |
|
|
2014
Q2 | $1.91M | Buy |
14,647
+576
| +4% | +$75.2K | 1.22% | 25 |
|
|
2014
Q1 | $1.67M | Buy |
14,071
+307
| +2% | +$36.5K | 1.12% | 29 |
|
|
2013
Q4 | $1.72M | Buy |
13,764
+1,572
| +13% | +$196K | 1.17% | 29 |
|
|
2013
Q3 | $1.48M | Buy |
12,192
+2,100
| +21% | +$255K | 1.22% | 27 |
|
|
2013
Q2 | $1.2M | Buy |
+10,092
| New | +$1.2M | 1.07% | 29 |
|