SWM
Sugarloaf Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $433K | Hold |
2,988
| – | – | 0.08% | 104 |
|
|
2024
Q3 | $440K | Hold |
2,988
| – | – | 0.08% | 101 |
|
|
2024
Q2 | $467K | Buy |
2,988
+1,285
| +75% | +$201K | 0.09% | 91 |
|
|
2024
Q1 | $269K | Buy |
1,703
+4
| +0.2% | +$631 | 0.06% | 121 |
|
|
2023
Q4 | $253K | Sell |
1,699
-1,422
| -46% | -$212K | 0.06% | 113 |
|
|
2023
Q3 | $526K | Buy |
3,121
+4
| +0.1% | +$675 | 0.13% | 78 |
|
|
2023
Q2 | $491K | Buy |
3,117
+4
| +0.1% | +$629 | 0.11% | 80 |
|
|
2023
Q1 | $508K | Sell |
3,113
-314
| -9% | -$51.2K | 0.12% | 79 |
|
|
2022
Q4 | $615K | Sell |
3,427
-667
| -16% | -$120K | 0.15% | 62 |
|
|
2022
Q3 | $589K | Buy |
4,094
+122
| +3% | +$17.6K | 0.15% | 66 |
|
|
2022
Q2 | $575K | Buy |
3,972
+46
| +1% | +$6.66K | 0.14% | 68 |
|
|
2022
Q1 | $639K | Buy |
3,926
+403
| +11% | +$65.6K | 0.15% | 60 |
|
|
2021
Q4 | $413K | Sell |
3,523
-32
| -0.9% | -$3.75K | 0.1% | 83 |
|
|
2021
Q3 | $361K | Sell |
3,555
-406
| -10% | -$41.2K | 0.09% | 83 |
|
|
2021
Q2 | $415K | Sell |
3,961
-284
| -7% | -$29.8K | 0.11% | 76 |
|
|
2021
Q1 | $445 | Buy |
4,245
+544
| +15% | +$57 | 0.13% | 74 |
|
|
2020
Q4 | $313K | Buy |
3,701
+6
| +0.2% | +$507 | 0.1% | 85 |
|
|
2020
Q3 | $266K | Sell |
3,695
-171
| -4% | -$12.3K | 0.1% | 88 |
|
|
2020
Q2 | $345K | Sell |
3,866
-77
| -2% | -$6.87K | 0.13% | 81 |
|
|
2020
Q1 | $286K | Sell |
3,943
-5,258
| -57% | -$381K | 0.13% | 82 |
|
|
2019
Q4 | $1.11M | Buy |
+9,201
| New | +$1.11M | 0.47% | 38 |
|