AAS
Avantax Advisory Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9M | Buy |
306,855
+47,502
| +18% | +$6.8M | 0.24% | 59 |
|
|
2025
Q1 | $43.4M | Buy |
259,353
+36,767
| +17% | +$6.15M | 0.26% | 55 |
|
|
2024
Q4 | $32.2M | Sell |
222,586
-25,667
| -10% | -$3.72M | 0.2% | 75 |
|
|
2024
Q3 | $36.6M | Sell |
248,253
-860
| -0.3% | -$127K | 0.24% | 61 |
|
|
2024
Q2 | $39M | Buy |
249,113
+106,421
| +75% | +$16.6M | 0.28% | 48 |
|
|
2024
Q1 | $22.5M | Sell |
142,692
-15,330
| -10% | -$2.42M | 0.2% | 81 |
|
|
2023
Q4 | $23.6M | Sell |
158,022
-11,891
| -7% | -$1.77M | 0.23% | 62 |
|
|
2023
Q3 | $28.7M | Buy |
169,913
+16,427
| +11% | +$2.77M | 0.32% | 36 |
|
|
2023
Q2 | $24.2M | Sell |
153,486
-2,328
| -1% | -$366K | 0.28% | 50 |
|
|
2023
Q1 | $25.4M | Buy |
155,814
+10,693
| +7% | +$1.74M | 0.31% | 37 |
|
|
2022
Q4 | $26M | Sell |
145,121
-21,361
| -13% | -$3.83M | 0.35% | 35 |
|
|
2022
Q3 | $23.9M | Buy |
166,482
+20,899
| +14% | +$3M | 0.37% | 32 |
|
|
2022
Q2 | $21.1M | Buy |
145,583
+5,841
| +4% | +$846K | 0.32% | 42 |
|
|
2022
Q1 | $22.7M | Sell |
139,742
-15,355
| -10% | -$2.5M | 0.31% | 41 |
|
|
2021
Q4 | $18.2M | Buy |
155,097
+19,478
| +14% | +$2.29M | 0.27% | 58 |
|
|
2021
Q3 | $13.7M | Buy |
135,619
+7,373
| +6% | +$747K | 0.23% | 67 |
|
|
2021
Q2 | $13.4M | Buy |
128,246
+17,300
| +16% | +$1.81M | 0.24% | 68 |
|
|
2021
Q1 | $11.6M | Buy |
110,946
+2,947
| +3% | +$309K | 0.25% | 69 |
|
|
2020
Q4 | $9.12M | Sell |
107,999
-154,342
| -59% | -$13M | 0.22% | 79 |
|
|
2020
Q3 | $18.9M | Buy |
262,341
+169,595
| +183% | +$12.2M | 0.3% | 57 |
|
|
2020
Q2 | $8.27M | Buy |
92,746
+11,046
| +14% | +$985K | 0.24% | 75 |
|
|
2020
Q1 | $5.91M | Sell |
81,700
-4,317
| -5% | -$312K | 0.18% | 88 |
|
|
2019
Q4 | $10.4M | Buy |
86,017
+6,205
| +8% | +$748K | 0.24% | 66 |
|
|
2019
Q3 | $9.47M | Buy |
79,812
+4,066
| +5% | +$482K | 0.38% | 35 |
|
|
2019
Q2 | $9.43M | Sell |
75,746
-458
| -0.6% | -$57K | 0.42% | 31 |
|
|
2019
Q1 | $9.39M | Buy |
76,204
+7,493
| +11% | +$923K | 0.5% | 20 |
|
|
2018
Q4 | $7.47M | Buy |
+68,711
| New | +$7.47M | 1.26% | 14 |
|