Ausdal Financial Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.81M | Buy |
19,594
+4,745
| +32% | +$679K | 0.19% | 125 |
|
2025
Q1 | $2.48M | Buy |
14,849
+1,859
| +14% | +$311K | 0.19% | 118 |
|
2024
Q4 | $1.88M | Buy |
12,990
+6,107
| +89% | +$885K | 0.16% | 136 |
|
2024
Q3 | $1.01M | Sell |
6,883
-2,468
| -26% | -$363K | 0.11% | 188 |
|
2024
Q2 | $1.46M | Sell |
9,351
-80
| -0.8% | -$12.5K | 0.16% | 137 |
|
2024
Q1 | $1.49M | Sell |
9,431
-675
| -7% | -$106K | 0.17% | 131 |
|
2023
Q4 | $1.51M | Sell |
10,106
-110
| -1% | -$16.4K | 0.19% | 123 |
|
2023
Q3 | $1.72M | Buy |
10,216
+216
| +2% | +$36.4K | 0.24% | 104 |
|
2023
Q2 | $1.57M | Sell |
10,000
-39
| -0.4% | -$6.14K | 0.21% | 112 |
|
2023
Q1 | $1.64M | Sell |
10,039
-8
| -0.1% | -$1.31K | 0.23% | 111 |
|
2022
Q4 | $1.8M | Sell |
10,047
-542
| -5% | -$97.3K | 0.26% | 95 |
|
2022
Q3 | $1.52M | Sell |
10,589
-126
| -1% | -$18.1K | 0.24% | 103 |
|
2022
Q2 | $1.55M | Sell |
10,715
-765
| -7% | -$111K | 0.23% | 121 |
|
2022
Q1 | $1.87M | Sell |
11,480
-1,903
| -14% | -$310K | 0.25% | 105 |
|
2021
Q4 | $1.57M | Sell |
13,383
-31
| -0.2% | -$3.64K | 0.21% | 134 |
|
2021
Q3 | $1.36M | Buy |
13,414
+464
| +4% | +$47.1K | 0.2% | 141 |
|
2021
Q2 | $1.36M | Buy |
12,950
+4,144
| +47% | +$434K | 0.21% | 141 |
|
2021
Q1 | $923K | Buy |
8,806
+1,732
| +24% | +$182K | 0.16% | 163 |
|
2020
Q4 | $597K | Buy |
7,074
+2,441
| +53% | +$206K | 0.12% | 193 |
|
2020
Q3 | $334K | Buy |
4,633
+1,341
| +41% | +$96.7K | 0.08% | 237 |
|
2020
Q2 | $294K | Sell |
3,292
-42
| -1% | -$3.75K | 0.1% | 206 |
|
2020
Q1 | $279K | Sell |
3,334
-875
| -21% | -$73.2K | 0.1% | 202 |
|
2019
Q4 | $465K | Sell |
4,209
-259
| -6% | -$28.6K | 0.14% | 191 |
|
2019
Q3 | $530K | Sell |
4,468
-786
| -15% | -$93.2K | 0.19% | 142 |
|
2019
Q2 | $653K | Sell |
5,254
-23
| -0.4% | -$2.86K | 0.25% | 106 |
|
2019
Q1 | $650K | Buy |
5,277
+671
| +15% | +$82.7K | 0.26% | 96 |
|
2018
Q4 | $501K | Buy |
4,606
+198
| +4% | +$21.5K | 0.24% | 104 |
|
2018
Q3 | $539K | Sell |
4,408
-17
| -0.4% | -$2.08K | 0.15% | 178 |
|
2018
Q2 | $559K | Sell |
4,425
-1,904
| -30% | -$241K | 0.17% | 173 |
|
2018
Q1 | $722K | Sell |
6,329
-80
| -1% | -$9.13K | 0.25% | 117 |
|
2017
Q4 | $802K | Sell |
6,409
-473
| -7% | -$59.2K | 0.29% | 106 |
|
2017
Q3 | $809K | Sell |
6,882
-71
| -1% | -$8.35K | 0.32% | 90 |
|
2017
Q2 | $725K | Sell |
6,953
-233
| -3% | -$24.3K | 0.31% | 90 |
|
2017
Q1 | $772K | Buy |
7,186
+164
| +2% | +$17.6K | 0.35% | 74 |
|
2016
Q4 | $826K | Buy |
7,022
+471
| +7% | +$55.4K | 0.39% | 68 |
|
2016
Q3 | $674K | Buy |
6,551
+81
| +1% | +$8.33K | 0.34% | 83 |
|
2016
Q2 | $678K | Buy |
6,470
+135
| +2% | +$14.1K | 0.35% | 81 |
|
2016
Q1 | $604K | Buy |
6,335
+161
| +3% | +$15.4K | 0.34% | 80 |
|
2015
Q4 | $555K | Buy |
+6,174
| New | +$555K | 0.28% | 83 |
|