SS
Sunbelt Securities’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.16M | Buy |
35,637
+10,646
| +43% | +$1.54M | 0.46% | 43 |
|
|
2025
Q1 | $4.18M | Sell |
24,991
-10,646
| -30% | -$1.78M | 0.37% | 52 |
|
|
2024
Q4 | $5.1M | Sell |
35,637
-883
| -2% | -$126K | 0.45% | 44 |
|
|
2024
Q3 | $5.38M | Sell |
36,520
-3,279
| -8% | -$483K | 0.53% | 41 |
|
|
2024
Q2 | $6.23M | Buy |
39,799
+5,481
| +16% | +$857K | 0.64% | 34 |
|
|
2024
Q1 | $5.41M | Buy |
34,318
+3,723
| +12% | +$587K | 0.6% | 36 |
|
|
2023
Q4 | $4.56M | Buy |
30,595
+1,419
| +5% | +$212K | 0.57% | 36 |
|
|
2023
Q3 | $4.92M | Sell |
29,176
-1,990
| -6% | -$336K | 0.68% | 29 |
|
|
2023
Q2 | $4.9M | Sell |
31,166
-946
| -3% | -$149K | 0.71% | 26 |
|
|
2023
Q1 | $5.21M | Buy |
32,112
+4,490
| +16% | +$729K | 0.84% | 21 |
|
|
2022
Q4 | $4.96M | Sell |
27,622
-508
| -2% | -$91.2K | 0.97% | 16 |
|
|
2022
Q3 | $4.04M | Buy |
28,130
+152
| +0.5% | +$21.8K | 0.85% | 22 |
|
|
2022
Q2 | $4.05M | Sell |
27,978
-740
| -3% | -$107K | 0.86% | 19 |
|
|
2022
Q1 | $4.75M | Sell |
28,718
-19,433
| -40% | -$3.22M | 0.87% | 17 |
|
|
2021
Q4 | $6.57M | Buy |
48,151
+582
| +1% | +$79.4K | 1.07% | 14 |
|
|
2021
Q3 | $4.69M | Hold |
47,569
| – | – | 0.84% | 25 |
|
|
2021
Q2 | $4.69M | Sell |
47,569
-436
| -0.9% | -$43K | 0.84% | 25 |
|
|
2021
Q1 | $5.03M | Buy |
48,005
+1,851
| +4% | +$194K | 0.99% | 16 |
|
|
2020
Q4 | $3.9M | Buy |
46,154
+19,925
| +76% | +$1.68M | 0.81% | 30 |
|
|
2020
Q3 | $1.89M | Sell |
26,229
-783
| -3% | -$56.4K | 0.53% | 49 |
|
|
2020
Q2 | $2.41M | Sell |
27,012
-12
| -0% | -$1.07K | 0.83% | 27 |
|
|
2020
Q1 | $1.96M | Sell |
27,024
-136,533
| -83% | -$9.89M | 0.08% | 96 |
|
|
2019
Q4 | $19.7M | Sell |
163,557
-6,865
| -4% | -$827K | 2.07% | 4 |
|
|
2019
Q3 | $20.2M | Buy |
170,422
+142,700
| +515% | +$16.9M | 2.27% | 5 |
|
|
2019
Q2 | $3.45M | Sell |
27,722
-820
| -3% | -$102K | 1.5% | 10 |
|
|
2019
Q1 | $3.52M | Buy |
28,542
+3,703
| +15% | +$456K | 1.76% | 7 |
|
|
2018
Q4 | $2.7M | Buy |
24,839
+1,948
| +9% | +$212K | 1.57% | 11 |
|
|
2018
Q3 | $2.8M | Buy |
22,891
+2,078
| +10% | +$254K | 1.5% | 14 |
|
|
2018
Q2 | $2.63M | Buy |
20,813
+15,136
| +267% | +$1.91M | 1.57% | 12 |
|
|
2018
Q1 | $647K | Buy |
5,677
+187
| +3% | +$21.3K | 0.59% | 47 |
|
|
2017
Q4 | $687K | Buy |
5,490
+95
| +2% | +$11.9K | 0.67% | 39 |
|
|
2017
Q3 | $634K | Buy |
5,395
+352
| +7% | +$41.4K | 0.67% | 40 |
|
|
2017
Q2 | $526K | Sell |
5,043
-120
| -2% | -$12.5K | 0.99% | 24 |
|
|
2017
Q1 | $554K | Buy |
5,163
+24
| +0.5% | +$2.58K | 0.83% | 26 |
|
|
2016
Q4 | $605K | Sell |
5,139
-158
| -3% | -$18.6K | 0.92% | 23 |
|
|
2016
Q3 | $545K | Buy |
5,297
+9
| +0.2% | +$926 | 0.66% | 33 |
|
|
2016
Q2 | $554K | Sell |
5,288
-64
| -1% | -$6.71K | 0.72% | 31 |
|
|
2016
Q1 | $511K | Sell |
5,352
-1,860
| -26% | -$178K | 0.74% | 31 |
|
|
2015
Q4 | $649K | Sell |
7,212
-98
| -1% | -$8.82K | 0.91% | 24 |
|
|
2015
Q3 | $577K | Buy |
7,310
+1,117
| +18% | +$88.2K | 0.78% | 25 |
|
|
2015
Q2 | $597K | Buy |
6,193
+248
| +4% | +$23.9K | 0.82% | 26 |
|
|
2015
Q1 | $624K | Buy |
5,945
+4
| +0.1% | +$420 | 0.93% | 20 |
|
|
2014
Q4 | $666K | Buy |
+5,941
| New | +$666K | 0.87% | 19 |
|