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Avantax Planning Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Buy |
61,347
+2,257
| +4% | +$323K | 0.28% | 64 |
|
|
2025
Q1 | $9.89M | Buy |
59,090
+1,280
| +2% | +$214K | 0.35% | 43 |
|
|
2024
Q4 | $8.37M | Buy |
57,810
+375
| +0.7% | +$54.3K | 0.3% | 57 |
|
|
2024
Q3 | $8.46M | Sell |
57,435
-13,455
| -19% | -$1.98M | 0.3% | 56 |
|
|
2024
Q2 | $11.1M | Buy |
70,890
+2,892
| +4% | +$452K | 0.36% | 47 |
|
|
2024
Q1 | $10.7M | Buy |
67,998
+29,520
| +77% | +$4.66M | 0.35% | 50 |
|
|
2023
Q4 | $5.74M | Buy |
38,478
+3,052
| +9% | +$455K | 0.22% | 56 |
|
|
2023
Q3 | $5.97M | Buy |
35,426
+4,207
| +13% | +$709K | 0.25% | 49 |
|
|
2023
Q2 | $4.91M | Sell |
31,219
-67
| -0.2% | -$10.5K | 0.2% | 60 |
|
|
2023
Q1 | $5.1M | Buy |
31,286
+2,314
| +8% | +$378K | 0.21% | 61 |
|
|
2022
Q4 | $5.2M | Sell |
28,972
-4,501
| -13% | -$808K | 0.21% | 60 |
|
|
2022
Q3 | $4.81M | Buy |
33,473
+64
| +0.2% | +$9.2K | 0.22% | 56 |
|
|
2022
Q2 | $4.84M | Buy |
33,409
+558
| +2% | +$80.8K | 0.21% | 59 |
|
|
2022
Q1 | $5.35M | Buy |
32,851
+1,667
| +5% | +$271K | 0.21% | 50 |
|
|
2021
Q4 | $3.66M | Buy |
31,184
+1,822
| +6% | +$214K | 0.15% | 68 |
|
|
2021
Q3 | $2.98M | Buy |
29,362
+2,655
| +10% | +$269K | 0.14% | 64 |
|
|
2021
Q2 | $2.8M | Buy |
26,707
+5,074
| +23% | +$531K | 0.13% | 68 |
|
|
2021
Q1 | $2.27M | Sell |
21,633
-2,197
| -9% | -$230K | 0.12% | 75 |
|
|
2020
Q4 | $2.01M | Sell |
23,830
-6,680
| -22% | -$564K | 0.1% | 86 |
|
|
2020
Q3 | $2.2M | Buy |
30,510
+563
| +2% | +$40.5K | 0.12% | 76 |
|
|
2020
Q2 | $2.67M | Buy |
29,947
+1,558
| +5% | +$139K | 0.15% | 57 |
|
|
2020
Q1 | $2.06M | Buy |
28,389
+358
| +1% | +$25.9K | 0.14% | 58 |
|
|
2019
Q4 | $3.38M | Sell |
28,031
-332
| -1% | -$40K | 0.2% | 43 |
|
|
2019
Q3 | $3.36M | Buy |
28,363
+1,687
| +6% | +$200K | 0.21% | 44 |
|
|
2019
Q2 | $3.3M | Buy |
26,676
+1,208
| +5% | +$149K | 0.21% | 41 |
|
|
2019
Q1 | $3.14M | Buy |
25,468
+4,286
| +20% | +$528K | 0.22% | 41 |
|
|
2018
Q4 | $2.3M | Sell |
21,182
-245
| -1% | -$26.6K | 0.17% | 56 |
|
|
2018
Q3 | $2.62M | Sell |
21,427
-409
| -2% | -$50K | 0.21% | 38 |
|
|
2018
Q2 | $2.76M | Sell |
21,836
-810
| -4% | -$102K | 0.25% | 32 |
|
|
2018
Q1 | $2.59M | Sell |
22,646
-3,696
| -14% | -$422K | 0.22% | 40 |
|
|
2017
Q4 | $3.3M | Sell |
26,342
-15,208
| -37% | -$1.9M | 0.3% | 24 |
|
|
2017
Q3 | $4.88M | Buy |
41,550
+2,002
| +5% | +$235K | 0.38% | 22 |
|
|
2017
Q2 | $4.13M | Buy |
39,548
+5,063
| +15% | +$528K | 0.35% | 26 |
|
|
2017
Q1 | $3.7M | Sell |
34,485
-178
| -0.5% | -$19.1K | 0.33% | 26 |
|
|
2016
Q4 | $4.08M | Buy |
+34,663
| New | +$4.08M | 0.44% | 18 |
|