SFWA
Summit Financial Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.9M | Sell |
29,273
-97
| -0.3% | -$16.2K | 0.97% | 26 |
|
|
2024
Q4 | $4.39M | Sell |
29,370
-1,476
| -5% | -$220K | 0.86% | 30 |
|
|
2024
Q3 | $4.54M | Buy |
30,846
+2,773
| +10% | +$408K | 0.85% | 28 |
|
|
2024
Q2 | $4.39M | Buy |
28,073
+39
| +0.1% | +$6.1K | 0.89% | 27 |
|
|
2024
Q1 | $4.42M | Buy |
28,034
+266
| +1% | +$42K | 0.9% | 28 |
|
|
2023
Q4 | $4.14M | Buy |
27,768
+240
| +0.9% | +$35.8K | 0.94% | 28 |
|
|
2023
Q3 | $3.98M | Buy |
27,528
+2,478
| +10% | +$358K | 0.98% | 28 |
|
|
2023
Q2 | $3.94M | Sell |
25,050
-172
| -0.7% | -$27.1K | 0.91% | 29 |
|
|
2023
Q1 | $4.12M | Sell |
25,222
-763
| -3% | -$124K | 0.98% | 29 |
|
|
2022
Q4 | $4.66M | Buy |
25,985
+10,536
| +68% | +$1.89M | 1.13% | 27 |
|
|
2022
Q3 | $2.75M | Sell |
15,449
-43
| -0.3% | -$7.65K | 0.79% | 30 |
|
|
2022
Q2 | $2.3M | Sell |
15,492
-215
| -1% | -$31.9K | 0.55% | 36 |
|
|
2022
Q1 | $2.56M | Sell |
15,707
-2,490
| -14% | -$406K | 0.52% | 38 |
|
|
2021
Q4 | $2.21M | Buy |
18,197
+130
| +0.7% | +$15.8K | 0.43% | 39 |
|
|
2021
Q3 | $1.83M | Buy |
18,067
+250
| +1% | +$25.4K | 0.42% | 39 |
|
|
2021
Q2 | $1.87M | Buy |
17,817
+672
| +4% | +$70.4K | 0.42% | 39 |
|
|
2021
Q1 | $1.45M | Buy |
17,145
+1,425
| +9% | +$120K | 0.37% | 39 |
|
|
2020
Q4 | $1.13M | Sell |
15,720
-2,591
| -14% | -$187K | 0.31% | 42 |
|
|
2020
Q3 | $1.32M | Sell |
18,311
-395
| -2% | -$28.5K | 0.35% | 42 |
|
|
2020
Q2 | $1.62M | Sell |
18,706
-1,484
| -7% | -$128K | 0.43% | 39 |
|
|
2020
Q1 | $1.62M | Buy |
20,190
+159
| +0.8% | +$12.8K | 0.51% | 36 |
|
|
2019
Q4 | $2.21M | Sell |
20,031
-573
| -3% | -$63.2K | 0.54% | 41 |
|
|
2019
Q3 | $2.39M | Sell |
20,604
-1,178
| -5% | -$137K | 0.59% | 38 |
|
|
2019
Q2 | $2.71M | Sell |
21,782
-2,415
| -10% | -$301K | 0.66% | 40 |
|
|
2019
Q1 | $3M | Sell |
24,197
-810
| -3% | -$100K | 0.79% | 38 |
|
|
2018
Q4 | $2.72M | Buy |
25,007
+1,213
| +5% | +$132K | 0.88% | 34 |
|
|
2018
Q3 | $2.78M | Buy |
23,794
+8,738
| +58% | +$1.02M | 0.83% | 41 |
|
|
2018
Q2 | $1.72M | Sell |
15,056
-315
| -2% | -$35.9K | 0.57% | 51 |
|
|
2018
Q1 | $1.75M | Sell |
15,371
-95
| -0.6% | -$10.8K | 0.58% | 51 |
|
|
2017
Q4 | $1.94M | Sell |
15,466
-927
| -6% | -$116K | 0.67% | 46 |
|
|
2017
Q3 | $1.93M | Sell |
16,393
-2,950
| -15% | -$347K | 0.7% | 45 |
|
|
2017
Q2 | $2.02M | Sell |
19,343
-1,345
| -7% | -$140K | 0.8% | 39 |
|
|
2017
Q1 | $2.22M | Sell |
20,688
-6,123
| -23% | -$657K | 0.97% | 37 |
|
|
2016
Q4 | $3.16M | Sell |
26,811
-1,655
| -6% | -$195K | 1.39% | 24 |
|
|
2016
Q3 | $2.93M | Sell |
28,466
-2,703
| -9% | -$278K | 1.27% | 27 |
|
|
2016
Q2 | $3.27M | Sell |
31,169
-920
| -3% | -$96.4K | 1.36% | 26 |
|
|
2016
Q1 | $3.06M | Buy |
32,089
+3,296
| +11% | +$314K | 1.34% | 24 |
|
|
2015
Q4 | $2.59M | Buy |
28,793
+5,271
| +22% | +$474K | 1.19% | 28 |
|
|
2015
Q3 | $1.86M | Sell |
23,522
-1,020
| -4% | -$80.4K | 1.2% | 28 |
|
|
2015
Q2 | $2.37M | Buy |
24,542
+1,823
| +8% | +$176K | 1.46% | 23 |
|
|
2015
Q1 | $2.45M | Buy |
22,719
+13,942
| +159% | +$1.5M | 1.66% | 21 |
|
|
2014
Q4 | $985K | Buy |
+8,777
| New | +$985K | 0.68% | 31 |
|