APSI
Asset Planning Services Inc’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.26M | Buy |
43,705
+115
| +0.3% | +$16.5K | 2.88% | 14 |
|
|
2025
Q1 | $7.29M | Sell |
43,590
-275
| -0.6% | -$46K | 3.71% | 9 |
|
|
2024
Q4 | $6.35M | Buy |
43,865
+100
| +0.2% | +$14.5K | 3.1% | 14 |
|
|
2024
Q3 | $6.45M | Buy |
43,765
+775
| +2% | +$114K | 3.19% | 14 |
|
|
2024
Q2 | $6.72M | Sell |
42,990
-455
| -1% | -$71.2K | 3.55% | 7 |
|
|
2024
Q1 | $6.85M | Sell |
43,445
-130
| -0.3% | -$20.5K | 3.83% | 7 |
|
|
2023
Q4 | $6.5M | Sell |
43,575
-495
| -1% | -$73.8K | 3.95% | 7 |
|
|
2023
Q3 | $7.43M | Buy |
44,070
+100
| +0.2% | +$16.9K | 4.88% | 3 |
|
|
2023
Q2 | $6.92M | Buy |
43,970
+150
| +0.3% | +$23.6K | 4.26% | 4 |
|
|
2023
Q1 | $7.15M | Sell |
43,820
-385
| -0.9% | -$62.8K | 4.53% | 4 |
|
|
2022
Q4 | $7.93M | Buy |
44,205
+60
| +0.1% | +$10.8K | 5.02% | 3 |
|
|
2022
Q3 | $6.34M | Sell |
44,145
-180
| -0.4% | -$25.9K | 4.45% | 3 |
|
|
2022
Q2 | $6.42M | Sell |
44,325
-255
| -0.6% | -$36.9K | 4.2% | 6 |
|
|
2022
Q1 | $7.26M | Sell |
44,580
-80
| -0.2% | -$13K | 4.16% | 5 |
|
|
2021
Q4 | $5.24M | Sell |
44,660
-1,170
| -3% | -$137K | 2.82% | 16 |
|
|
2021
Q3 | $4.65M | Buy |
45,830
+750
| +2% | +$76.1K | 2.75% | 22 |
|
|
2021
Q2 | $4.72M | Buy |
45,080
+2,315
| +5% | +$242K | 2.73% | 22 |
|
|
2021
Q1 | $4.48M | Sell |
42,765
-975
| -2% | -$102K | 2.71% | 21 |
|
|
2020
Q4 | $3.69M | Sell |
43,740
-715
| -2% | -$60.4K | 2.37% | 25 |
|
|
2020
Q3 | $3.2M | Sell |
44,455
-480
| -1% | -$34.6K | 2.19% | 25 |
|
|
2020
Q2 | $4.01M | Buy |
44,935
+500
| +1% | +$44.6K | 2.89% | 18 |
|
|
2020
Q1 | $3.22M | Buy |
44,435
+2,050
| +5% | +$149K | 2.66% | 23 |
|
|
2019
Q4 | $5.11M | Buy |
42,385
+925
| +2% | +$111K | 3.25% | 13 |
|
|
2019
Q3 | $4.92M | Buy |
41,460
+345
| +0.8% | +$40.9K | 3.19% | 15 |
|
|
2019
Q2 | $5.12M | Buy |
41,115
+775
| +2% | +$96.4K | 3.33% | 11 |
|
|
2019
Q1 | $4.97M | Sell |
40,340
-50
| -0.1% | -$6.16K | 3.4% | 12 |
|
|
2018
Q4 | $4.39M | Buy |
40,390
+735
| +2% | +$80K | 3.34% | 10 |
|
|
2018
Q3 | $4.85M | Buy |
39,655
+250
| +0.6% | +$30.6K | 3.32% | 11 |
|
|
2018
Q2 | $4.98M | Buy |
39,405
+450
| +1% | +$56.9K | 3.58% | 6 |
|
|
2018
Q1 | $4.44M | Buy |
38,955
+845
| +2% | +$96.4K | 3.28% | 12 |
|
|
2017
Q4 | $4.77M | Buy |
38,110
+50
| +0.1% | +$6.26K | 3.36% | 9 |
|
|
2017
Q3 | $4.47M | Buy |
38,060
+2,440
| +7% | +$287K | 3.62% | 9 |
|
|
2017
Q2 | $3.72M | Buy |
35,620
+875
| +3% | +$91.3K | 3.12% | 20 |
|
|
2017
Q1 | $3.73M | Buy |
34,745
+540
| +2% | +$58K | 3.17% | 20 |
|
|
2016
Q4 | $4.03M | Buy |
+34,205
| New | +$4.03M | 3.78% | 10 |
|