SFS
Summit Financial Strategies’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
2,929
+21
| +0.7% | +$3.01K | 0.04% | 95 |
|
|
2025
Q1 | $486K | Buy |
2,908
+296
| +11% | +$49.5K | 0.05% | 85 |
|
|
2024
Q4 | $378K | Buy |
2,612
+3
| +0.1% | +$435 | 0.04% | 98 |
|
|
2024
Q3 | $384K | Sell |
2,609
-13
| -0.5% | -$1.92K | 0.04% | 102 |
|
|
2024
Q2 | $410K | Sell |
2,622
-38
| -1% | -$5.94K | 0.05% | 92 |
|
|
2024
Q1 | $420K | Buy |
+2,660
| New | +$420K | 0.06% | 91 |
|
|
2023
Q4 | – | Sell |
-2,744
| Closed | -$463K | – | 143 |
|
|
2023
Q3 | $463K | Sell |
2,744
-33
| -1% | -$5.57K | 0.09% | 68 |
|
|
2023
Q2 | $437K | Buy |
2,777
+58
| +2% | +$9.13K | 0.08% | 73 |
|
|
2023
Q1 | $444K | Buy |
2,719
+10
| +0.4% | +$1.63K | 0.09% | 75 |
|
|
2022
Q4 | $486K | Sell |
2,709
-1,186
| -30% | -$213K | 0.1% | 68 |
|
|
2022
Q3 | $560K | Buy |
3,895
+2,170
| +126% | +$312K | 0.13% | 55 |
|
|
2022
Q2 | $250K | Hold |
1,725
| – | – | 0.06% | 95 |
|
|
2022
Q1 | $281K | Hold |
1,725
| – | – | 0.06% | 90 |
|
|
2021
Q4 | $202K | Buy |
+1,725
| New | +$202K | 0.04% | 122 |
|
|
2019
Q3 | – | Sell |
-1,646
| Closed | -$205K | – | 60 |
|
|
2019
Q2 | $205K | Hold |
1,646
| – | – | 0.1% | 57 |
|
|
2019
Q1 | $203K | Buy |
+1,646
| New | +$203K | 0.1% | 57 |
|
|
2018
Q4 | – | Sell |
-1,746
| Closed | -$214K | – | 59 |
|
|
2018
Q3 | $214K | Hold |
1,746
| – | – | 0.1% | 56 |
|
|
2018
Q2 | $221K | Buy |
+1,746
| New | +$221K | 0.11% | 53 |
|
|
2017
Q3 | – | Sell |
-1,943
| Closed | -$203K | – | 53 |
|
|
2017
Q2 | $203K | Buy |
+1,943
| New | +$203K | 0.12% | 52 |
|