Avantax Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.9M | Buy |
|
|||||
|
2025
Q1 | $43.4M | Buy |
|
|||||
|
2024
Q4 | $32.2M | Sell |
|
|||||
|
2024
Q3 | $36.6M | Sell |
|
|||||
|
2024
Q2 | $39M | Buy |
|
|||||
|
2024
Q1 | $22.5M | Sell |
|
|||||
|
2023
Q4 | $23.6M | Sell |
|
|||||
|
2023
Q3 | $28.7M | Buy |
|
|||||
|
2023
Q2 | $24.2M | Sell |
|
|||||
|
2023
Q1 | $25.4M | Buy |
|
|||||
|
2022
Q4 | $26M | Sell |
|
|||||
|
2022
Q3 | $23.9M | Buy |
|
|||||
|
2022
Q2 | $21.1M | Buy |
|
|||||
|
2022
Q1 | $22.7M | Sell |
|
|||||
|
2021
Q4 | $18.2M | Buy |
|
|||||
|
2021
Q3 | $13.7M | Buy |
|
|||||
|
2021
Q2 | $13.4M | Buy |
|
|||||
|
2021
Q1 | $11.6M | Buy |
|
|||||
|
2020
Q4 | $9.12M | Sell |
|
|||||
|
2020
Q3 | $18.9M | Buy |
|
|||||
|
2020
Q2 | $8.27M | Buy |
|
|||||
|
2020
Q1 | $5.91M | Sell |
|
|||||
|
2019
Q4 | $10.4M | Buy |
|
|||||
|
2019
Q3 | $9.47M | Buy |
|
|||||
|
2019
Q2 | $9.43M | Sell |
|
|||||
|
2019
Q1 | $9.39M | Buy |
|
|||||
|
2018
Q4 | $7.47M | Buy |
|