ACA
Affinity Capital Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Sell |
2,869
-1,930
| -40% | -$276K | 0.07% | 109 |
|
|
2025
Q1 | $651K | Buy |
4,799
+904
| +23% | +$123K | 0.13% | 76 |
|
|
2024
Q4 | $583K | Sell |
3,895
-330
| -8% | -$49.4K | 0.11% | 83 |
|
|
2024
Q3 | $622K | Sell |
4,225
-249
| -6% | -$36.7K | 0.12% | 89 |
|
|
2024
Q2 | $700K | Buy |
4,474
+673
| +18% | +$105K | 0.15% | 77 |
|
|
2024
Q1 | $600K | Buy |
3,801
+41
| +1% | +$6.47K | 0.13% | 84 |
|
|
2023
Q4 | $561K | Buy |
3,760
+80
| +2% | +$11.9K | 0.14% | 81 |
|
|
2023
Q3 | $621K | Sell |
3,680
-34
| -0.9% | -$5.73K | 0.17% | 75 |
|
|
2023
Q2 | $584K | Sell |
3,714
-77
| -2% | -$12.1K | 0.16% | 71 |
|
|
2023
Q1 | $619K | Buy |
3,791
+38
| +1% | +$6.2K | 0.19% | 66 |
|
|
2022
Q4 | $674K | Sell |
3,753
-16
| -0.4% | -$2.87K | 0.23% | 55 |
|
|
2022
Q3 | $541K | Buy |
3,769
+170
| +5% | +$24.4K | 0.19% | 61 |
|
|
2022
Q2 | $521K | Sell |
3,599
-38
| -1% | -$5.5K | 0.18% | 63 |
|
|
2022
Q1 | $592K | Buy |
3,637
+47
| +1% | +$7.65K | 0.19% | 60 |
|
|
2021
Q4 | $421K | Buy |
3,590
+197
| +6% | +$23.1K | 0.13% | 78 |
|
|
2021
Q3 | $344K | Sell |
3,393
-101
| -3% | -$10.2K | 0.12% | 86 |
|
|
2021
Q2 | $366K | Sell |
3,494
-51
| -1% | -$5.34K | 0.12% | 84 |
|
|
2021
Q1 | $371K | Sell |
3,545
-213
| -6% | -$22.3K | 0.14% | 80 |
|
|
2020
Q4 | $317K | Sell |
3,758
-2,268
| -38% | -$191K | 0.13% | 79 |
|
|
2020
Q3 | $434K | Sell |
6,026
-2,538
| -30% | -$183K | 0.25% | 59 |
|
|
2020
Q2 | $764K | Sell |
8,564
-471
| -5% | -$42K | 0.5% | 37 |
|
|
2020
Q1 | $788K | Sell |
9,035
-714
| -7% | -$62.3K | 0.58% | 35 |
|
|
2019
Q4 | $1.18M | Buy |
+9,749
| New | +$1.18M | 0.77% | 21 |
|