SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Chevron Corporation Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$2.74M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-0.77%
quarter
Chevron Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.28% | -43 shares | 448K | $143.67 | 15.44K |
| Q2 2022 | share | Decrease | -1.37% | -215 shares | -258K | $144.78 | 15.49K |
| Q1 2022 | share | Decrease | -13.68% | -2.49K shares | 348K | $162.83 | 15.70K |
| Q4 2021 | share | Increase | +0.72% | 130 shares | 377K | $117.43 | 18.19K |
| Q3 2021 | share | Increase | +1.40% | 250 shares | -33K | $100.29 | 18.06K |
| Q2 2021 | share | Increase | +3.92% | 672 shares | 418K | $102.12 | 17.81K |
| Q1 2021 | share | Increase | +9.06% | 1.42K shares | 316K | $100.9 | 17.14K |
| Q4 2020 | share | Decrease | -14.15% | -2.59K shares | -189K | $80.2 | 15.72K |
| Q3 2020 | share | Decrease | -2.11% | -395 shares | -294K | $67.38 | 18.31K |
| Q2 2020 | share | Decrease | -7.35% | -1.48K shares | -8K | $82.29 | 18.70K |
| Q1 2020 | share | Increase | +0.79% | 159 shares | -588K | $65.91 | 20.19K |
| Q4 2019 | share | Decrease | -2.78% | -573 shares | -182K | $108.34 | 20.03K |
| Q3 2019 | share | Decrease | -5.41% | -1.17K shares | -318K | $105.59 | 20.60K |
| Q2 2019 | share | Decrease | -9.98% | -2.41K shares | -287K | $109.66 | 21.78K |
| Q1 2019 | share | Decrease | -3.24% | -810 shares | 277K | $107.49 | 24.19K |
| Q4 2018 | share | Increase | +5.10% | 1.21K shares | -61K | $93.99 | 25.00K |
| Q3 2018 | share | Increase | +58.04% | 8.73K shares | 1.06M | $104.64 | 23.79K |
| Q2 2018 | share | Decrease | -2.05% | -315 shares | -36K | $107.17 | 15.05K |
| Q1 2018 | share | Decrease | -0.61% | -95 shares | -183K | $95.84 | 15.37K |
| Q4 2017 | share | Decrease | -5.65% | -927 shares | 10K | $104.17 | 15.46K |
| Q3 2017 | share | Decrease | -15.25% | -2.95K shares | -92K | $96.86 | 16.39K |
| Q2 2017 | share | Decrease | -6.50% | -1.34K shares | -203K | $85.14 | 19.34K |
| Q1 2017 | share | Decrease | -22.84% | -6.12K shares | -935K | $86.73 | 20.68K |
| Q4 2016 | share | Decrease | -5.81% | -1.65K shares | 226K | $94.17 | 26.81K |
| Q3 2016 | share | Decrease | -8.67% | -2.70K shares | -337K | $81.53 | 28.46K |
| Q2 2016 | share | Decrease | -2.87% | -920 shares | 206K | $82.18 | 31.16K |
| Q1 2016 | share | Increase | +11.45% | 3.29K shares | 471K | $74 | 32.08K |