Syverson Strege & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
4,112
+2,916
| +244% | +$418K | 0.14% | 66 |
|
|
2025
Q1 | $200K | Buy |
+1,196
| New | +$200K | 0.06% | 78 |
|
|
2023
Q2 | – | Sell |
-964
| Closed | -$157K | – | 195 |
|
|
2023
Q1 | $157K | Buy |
964
+28
| +3% | +$4.57K | 0.07% | 69 |
|
|
2022
Q4 | $168K | Sell |
936
-33
| -3% | -$5.92K | 0.08% | 70 |
|
|
2022
Q3 | $139K | Buy |
969
+1
| +0.1% | +$143 | 0.07% | 74 |
|
|
2022
Q2 | $140K | Sell |
968
-423
| -30% | -$61.2K | 0.05% | 81 |
|
|
2022
Q1 | $227K | Buy |
1,391
+1
| +0.1% | +$163 | 0.25% | 55 |
|
|
2021
Q4 | $163K | Buy |
1,390
+37
| +3% | +$4.34K | 0.12% | 74 |
|
|
2021
Q3 | $137K | Buy |
1,353
+2
| +0.1% | +$203 | 0.11% | 83 |
|
|
2021
Q2 | $141K | Buy |
1,351
+426
| +46% | +$44.5K | 0.13% | 76 |
|
|
2021
Q1 | $97K | Buy |
925
+1
| +0.1% | +$105 | 0.1% | 89 |
|
|
2020
Q4 | $78K | Buy |
+924
| New | +$78K | 0.07% | 94 |
|