Aptus Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.85M | Sell |
61,829
-241,875
| -80% | -$34.6M | 0.07% | 200 |
|
|
2025
Q1 | $50.8M | Buy |
303,704
+227,148
| +297% | +$38M | 0.52% | 38 |
|
|
2024
Q4 | $11.1M | Buy |
76,556
+22,783
| +42% | +$3.3M | 0.12% | 146 |
|
|
2024
Q3 | $7.92M | Buy |
53,773
+13,203
| +33% | +$1.94M | 0.12% | 158 |
|
|
2024
Q2 | $6.35M | Sell |
40,570
-1,952
| -5% | -$305K | 0.11% | 154 |
|
|
2024
Q1 | $6.71M | Buy |
42,522
+5,423
| +15% | +$855K | 0.12% | 143 |
|
|
2023
Q4 | $5.53M | Sell |
37,099
-6,891
| -16% | -$1.03M | 0.15% | 122 |
|
|
2023
Q3 | $7.42M | Buy |
43,990
+25,664
| +140% | +$4.33M | 0.2% | 98 |
|
|
2023
Q2 | $2.88M | Buy |
18,326
+262
| +1% | +$41.2K | 0.07% | 188 |
|
|
2023
Q1 | $2.95M | Sell |
18,064
-38,763
| -68% | -$6.32M | 0.08% | 179 |
|
|
2022
Q4 | $10.2M | Sell |
56,827
-24,481
| -30% | -$4.39M | 0.31% | 65 |
|
|
2022
Q3 | $11.7M | Buy |
81,308
+33,850
| +71% | +$4.86M | 0.28% | 47 |
|
|
2022
Q2 | $6.87M | Buy |
47,458
+13,684
| +41% | +$1.98M | 0.18% | 72 |
|
|
2022
Q1 | $5.5M | Buy |
33,774
+8,957
| +36% | +$1.46M | 0.14% | 88 |
|
|
2021
Q4 | $2.91M | Buy |
24,817
+906
| +4% | +$106K | 0.09% | 135 |
|
|
2021
Q3 | $2.43M | Sell |
23,911
-16,512
| -41% | -$1.67M | 0.06% | 126 |
|
|
2021
Q2 | $4.23M | Sell |
40,423
-292
| -0.7% | -$30.6K | 0.12% | 66 |
|
|
2021
Q1 | $4.27M | Buy |
40,715
+532
| +1% | +$55.8K | 0.15% | 55 |
|
|
2020
Q4 | $3.39M | Buy |
40,183
+3,808
| +10% | +$322K | 0.16% | 68 |
|
|
2020
Q3 | $2.62M | Buy |
36,375
+4,053
| +13% | +$292K | 0.14% | 73 |
|
|
2020
Q2 | $2.88M | Buy |
32,322
+27,254
| +538% | +$2.43M | 0.18% | 61 |
|
|
2020
Q1 | $367K | Sell |
5,068
-48,261
| -90% | -$3.49M | 0.03% | 194 |
|
|
2019
Q4 | $6.43M | Buy |
53,329
+25,915
| +95% | +$3.12M | 0.46% | 23 |
|
|
2019
Q3 | $3.25M | Buy |
27,414
+18,031
| +192% | +$2.14M | 0.18% | 40 |
|
|
2019
Q2 | $1.17M | Buy |
9,383
+592
| +7% | +$73.6K | 0.16% | 118 |
|
|
2019
Q1 | $1.08M | Buy |
8,791
+6,296
| +252% | +$775K | 0.18% | 109 |
|
|
2018
Q4 | $271K | Buy |
+2,495
| New | +$271K | 0.07% | 105 |
|