SWA
Sutton Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.41M | Buy |
14,322
+118
| +0.8% | +$19.9K | 1.19% | 20 |
|
|
2023
Q2 | $2.24M | Buy |
14,204
+526
| +4% | +$82.8K | 1.08% | 20 |
|
|
2023
Q1 | $2.23M | Sell |
13,678
-4,715
| -26% | -$769K | 1.19% | 19 |
|
|
2022
Q4 | $3.3M | Sell |
18,393
-163
| -0.9% | -$29.3K | 1.26% | 18 |
|
|
2022
Q3 | $2.67M | Buy |
18,556
+1,715
| +10% | +$246K | 1.09% | 20 |
|
|
2022
Q2 | $2.44M | Buy |
16,841
+553
| +3% | +$80.1K | 0.97% | 21 |
|
|
2022
Q1 | $2.65M | Buy |
16,288
+747
| +5% | +$122K | 0.91% | 23 |
|
|
2021
Q4 | $1.82M | Buy |
15,541
+573
| +4% | +$67.2K | 0.61% | 34 |
|
|
2021
Q3 | $1.52M | Buy |
14,968
+1
| +0% | +$101 | 0.56% | 37 |
|
|
2021
Q2 | $1.57M | Buy |
14,967
+37
| +0.2% | +$3.88K | 0.57% | 36 |
|
|
2021
Q1 | $1.56M | Sell |
14,930
-691
| -4% | -$72.4K | 0.62% | 34 |
|
|
2020
Q4 | $1.32M | Buy |
15,621
+908
| +6% | +$76.7K | 0.56% | 35 |
|
|
2020
Q3 | $1.06M | Buy |
14,713
+525
| +4% | +$37.8K | 0.51% | 38 |
|
|
2020
Q2 | $1.27M | Buy |
14,188
+1,973
| +16% | +$176K | 0.66% | 31 |
|
|
2020
Q1 | $885K | Buy |
12,215
+124
| +1% | +$8.99K | 0.56% | 36 |
|
|
2019
Q4 | $1.46M | Sell |
12,091
-874
| -7% | -$105K | 0.75% | 25 |
|
|
2019
Q3 | $1.54M | Buy |
12,965
+15
| +0.1% | +$1.78K | 0.86% | 20 |
|
|
2019
Q2 | $1.61M | Sell |
12,950
-9
| -0.1% | -$1.12K | 0.93% | 20 |
|
|
2019
Q1 | $1.6M | Sell |
12,959
-65
| -0.5% | -$8.01K | 0.93% | 19 |
|
|
2018
Q4 | $1.42M | Buy |
13,024
+78
| +0.6% | +$8.49K | 0.91% | 20 |
|
|
2018
Q3 | $1.58M | Sell |
12,946
-3,975
| -23% | -$486K | 1.04% | 13 |
|
|
2018
Q2 | $2.14M | Buy |
16,921
+17
| +0.1% | +$2.15K | 1.49% | 10 |
|
|
2018
Q1 | $1.93M | Sell |
16,904
-39
| -0.2% | -$4.45K | 1.38% | 10 |
|
|
2017
Q4 | $2.12M | Sell |
16,943
-156
| -0.9% | -$19.5K | 1.55% | 9 |
|
|
2017
Q3 | $2.01M | Buy |
17,099
+4
| +0% | +$470 | 1.53% | 11 |
|
|
2017
Q2 | $1.78M | Sell |
17,095
-221
| -1% | -$23.1K | 1.41% | 11 |
|
|
2017
Q1 | $1.86M | Buy |
17,316
+141
| +0.8% | +$15.1K | 1.56% | 11 |
|
|
2016
Q4 | $2.02M | Sell |
17,175
-841
| -5% | -$99K | 1.81% | 8 |
|
|
2016
Q3 | $1.85M | Buy |
18,016
+171
| +1% | +$17.6K | 1.69% | 10 |
|
|
2016
Q2 | $1.87M | Buy |
17,845
+514
| +3% | +$53.9K | 1.77% | 9 |
|
|
2016
Q1 | $1.65M | Buy |
+17,331
| New | +$1.65M | 1.57% | 11 |
|