SBSB
Sullivan, Bruyette, Speros & Blaney’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3.78M | Buy |
36,075
+1,277
| +4% | +$134K | 0.17% | 44 |
|
|
2020
Q4 | $2.94M | Buy |
34,798
+109
| +0.3% | +$9.21K | 0.14% | 49 |
|
|
2020
Q3 | $2.5M | Buy |
34,689
+2,564
| +8% | +$185K | 0.14% | 51 |
|
|
2020
Q2 | $2.87M | Sell |
32,125
-901
| -3% | -$80.4K | 0.17% | 38 |
|
|
2020
Q1 | $2.39M | Buy |
33,026
+2,266
| +7% | +$164K | 0.17% | 38 |
|
|
2019
Q4 | $3.71M | Sell |
30,760
-128
| -0.4% | -$15.4K | 0.21% | 32 |
|
|
2019
Q3 | $3.66M | Sell |
30,888
-593
| -2% | -$70.3K | 0.22% | 28 |
|
|
2019
Q2 | $3.92M | Buy |
31,481
+82
| +0.3% | +$10.2K | 0.24% | 30 |
|
|
2019
Q1 | $3.87M | Sell |
31,399
-225
| -0.7% | -$27.7K | 0.24% | 29 |
|
|
2018
Q4 | $3.44M | Sell |
31,624
-133
| -0.4% | -$14.5K | 0.24% | 30 |
|
|
2018
Q3 | $3.88M | Sell |
31,757
-369
| -1% | -$45.1K | 0.35% | 20 |
|
|
2018
Q2 | $4.06M | Sell |
32,126
-100
| -0.3% | -$12.6K | 0.39% | 17 |
|
|
2018
Q1 | $3.68M | Sell |
32,226
-511
| -2% | -$58.3K | 0.36% | 18 |
|
|
2017
Q4 | $4.1M | Sell |
32,737
-98
| -0.3% | -$12.3K | 0.39% | 17 |
|
|
2017
Q3 | $3.86M | Buy |
32,835
+276
| +0.8% | +$32.4K | 0.38% | 17 |
|
|
2017
Q2 | $3.4M | Sell |
32,559
-418
| -1% | -$43.6K | 0.34% | 19 |
|
|
2017
Q1 | $3.54M | Sell |
32,977
-424
| -1% | -$45.5K | 0.35% | 20 |
|
|
2016
Q4 | $3.93M | Sell |
33,401
-1,063
| -3% | -$125K | 0.4% | 19 |
|
|
2016
Q3 | $3.55M | Buy |
34,464
+1,228
| +4% | +$126K | 0.36% | 20 |
|
|
2016
Q2 | $3.48M | Buy |
+33,236
| New | +$3.48M | 0.36% | 20 |
|