SYM Financial Corp’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
4,091
+851
| +26% | +$122K | 0.07% | 108 |
|
|
2025
Q1 | $542K | Buy |
3,240
+396
| +14% | +$66.2K | 0.07% | 101 |
|
|
2024
Q4 | $412K | Buy |
2,844
+115
| +4% | +$16.7K | 0.05% | 117 |
|
|
2024
Q3 | $402K | Sell |
2,729
-137
| -5% | -$20.2K | 0.05% | 87 |
|
|
2024
Q2 | $448K | Buy |
2,866
+710
| +33% | +$111K | 0.07% | 59 |
|
|
2024
Q1 | $340K | Sell |
2,156
-422
| -16% | -$66.6K | 0.06% | 66 |
|
|
2023
Q4 | $384K | Sell |
2,578
-53
| -2% | -$7.9K | 0.06% | 61 |
|
|
2023
Q3 | $444K | Buy |
2,631
+229
| +10% | +$38.6K | 0.08% | 48 |
|
|
2023
Q2 | $378K | Buy |
2,402
+6
| +0.3% | +$944 | 0.08% | 39 |
|
|
2023
Q1 | $391K | Buy |
2,396
+7
| +0.3% | +$1.14K | 0.09% | 38 |
|
|
2022
Q4 | $429K | Buy |
2,389
+5
| +0.2% | +$898 | 0.1% | 37 |
|
|
2022
Q3 | $342K | Sell |
2,384
-8
| -0.3% | -$1.15K | 0.17% | 41 |
|
|
2022
Q2 | $346K | Buy |
2,392
+497
| +26% | +$71.9K | 0.16% | 35 |
|
|
2022
Q1 | $309K | Buy |
1,895
+62
| +3% | +$10.1K | 0.13% | 39 |
|
|
2021
Q4 | $215K | Buy |
+1,833
| New | +$215K | 0.08% | 50 |
|
|
2021
Q2 | – | Sell |
-2,083
| Closed | -$218K | – | 88 |
|
|
2021
Q1 | $218K | Buy |
+2,083
| New | +$218K | 0.13% | 39 |
|
|
2020
Q1 | – | Sell |
-1,997
| Closed | -$241K | – | 74 |
|
|
2019
Q4 | $241K | Buy |
1,997
+164
| +9% | +$19.8K | 0.16% | 35 |
|
|
2019
Q3 | $217K | Sell |
1,833
-66
| -3% | -$7.81K | 0.15% | 32 |
|
|
2019
Q2 | $236K | Buy |
1,899
+66
| +4% | +$8.2K | 0.15% | 31 |
|
|
2019
Q1 | $226K | Sell |
1,833
-15
| -0.8% | -$1.85K | 0.14% | 32 |
|
|
2018
Q4 | $201K | Sell |
1,848
-1,527
| -45% | -$166K | 0.08% | 41 |
|
|
2018
Q3 | $413K | Buy |
3,375
+1,492
| +79% | +$183K | 0.23% | 18 |
|
|
2018
Q2 | $238K | Hold |
1,883
| – | – | 0.14% | 24 |
|
|
2018
Q1 | $215K | Buy |
1,883
+55
| +3% | +$6.28K | 0.13% | 32 |
|
|
2017
Q4 | $229K | Buy |
+1,828
| New | +$229K | 0.1% | 41 |
|