SAI
Systematic Alpha Investments’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Hold |
14,854
| – | – | 0.08% | 81 |
|
|
2025
Q1 | $2.48M | Hold |
14,854
| – | – | 0.09% | 75 |
|
|
2024
Q4 | $2.15M | Hold |
14,854
| – | – | 0.08% | 78 |
|
|
2024
Q3 | $2.19M | Hold |
14,854
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $2.32M | Hold |
14,854
| – | – | 0.09% | 75 |
|
|
2024
Q1 | $2.34M | Hold |
14,854
| – | – | 0.09% | 74 |
|
|
2023
Q4 | $2.22M | Hold |
14,854
| – | – | 0.1% | 75 |
|
|
2023
Q3 | $2.5M | Hold |
14,854
| – | – | 0.12% | 65 |
|
|
2023
Q2 | $2.34M | Hold |
14,854
| – | – | 0.11% | 67 |
|
|
2023
Q1 | $2.42M | Sell |
14,854
-4,900
| -25% | -$799K | 0.13% | 67 |
|
|
2022
Q4 | $3.55M | Hold |
19,754
| – | – | 0.18% | 61 |
|
|
2022
Q3 | $2.84M | Hold |
19,754
| – | – | 0.17% | 62 |
|
|
2022
Q2 | $2.86M | Buy |
19,754
+4,900
| +33% | +$709K | 0.16% | 64 |
|
|
2022
Q1 | $2.42M | Hold |
14,854
| – | – | 0.12% | 72 |
|
|
2021
Q4 | $1.74M | Hold |
14,854
| – | – | 0.08% | 85 |
|
|
2021
Q3 | $1.7M | Hold |
14,854
| – | – | 0.07% | 90 |
|
|
2021
Q2 | $1.52M | Buy |
14,854
+4,854
| +49% | +$495K | 0.07% | 90 |
|
|
2021
Q1 | $1.05M | Buy |
+10,000
| New | +$1.05M | 0.07% | 92 |
|