Ameritas Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Sell |
30,560
-6,012
| -16% | -$861K | 0.23% | 93 |
|
|
2025
Q1 | $5.64M | Buy |
36,572
+654
| +2% | +$101K | 0.23% | 95 |
|
|
2024
Q4 | $5.2M | Sell |
35,918
-186
| -0.5% | -$26.9K | 0.18% | 118 |
|
|
2024
Q3 | $5.32M | Buy |
36,104
+702
| +2% | +$103K | 0.23% | 101 |
|
|
2024
Q2 | $5.54M | Sell |
35,402
-1,940
| -5% | -$303K | 0.21% | 101 |
|
|
2024
Q1 | $5.96M | Buy |
37,342
+2,823
| +8% | +$451K | 0.25% | 83 |
|
|
2023
Q4 | $5.21M | Sell |
34,519
-1,587
| -4% | -$240K | 0.29% | 81 |
|
|
2023
Q3 | $6.1M | Buy |
36,106
+15,341
| +74% | +$2.59M | 0.3% | 67 |
|
|
2023
Q2 | $3.2M | Sell |
20,765
-13,660
| -40% | -$2.11M | 0.41% | 51 |
|
|
2023
Q1 | $5.75M | Sell |
34,425
-6,862
| -17% | -$1.15M | 0.29% | 74 |
|
|
2022
Q4 | $7.41M | Buy |
41,287
+6,642
| +19% | +$1.19M | 0.34% | 60 |
|
|
2022
Q3 | $4.98M | Sell |
34,645
-157
| -0.5% | -$22.6K | 0.3% | 75 |
|
|
2022
Q2 | $5.04M | Buy |
34,802
+174
| +0.5% | +$25.2K | 0.29% | 73 |
|
|
2022
Q1 | $5.64M | Buy |
34,628
+112
| +0.3% | +$18.2K | 0.21% | 80 |
|
|
2021
Q4 | $4.05M | Buy |
+34,516
| New | +$4.05M | 0.15% | 114 |
|