Avantax Planning Partners’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 | $8.78M | Buy |
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|
2025
Q1 | $9.89M | Buy |
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|
2024
Q4 | $8.37M | Buy |
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|
2024
Q3 | $8.46M | Sell |
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|
2024
Q2 | $11.1M | Buy |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $5.74M | Buy |
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|
2023
Q3 | $5.97M | Buy |
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|
2023
Q2 | $4.91M | Sell |
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|
2023
Q1 | $5.1M | Buy |
|
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|
2022
Q4 | $5.2M | Sell |
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|
2022
Q3 | $4.81M | Buy |
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|
2022
Q2 | $4.84M | Buy |
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|
2022
Q1 | $5.35M | Buy |
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|
2021
Q4 | $3.66M | Buy |
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|
2021
Q3 | $2.98M | Buy |
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|
2021
Q2 | $2.8M | Buy |
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|
2021
Q1 | $2.27M | Sell |
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|
2020
Q4 | $2.01M | Sell |
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|
2020
Q3 | $2.2M | Buy |
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|
2020
Q2 | $2.67M | Buy |
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|
2020
Q1 | $2.06M | Buy |
|
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|
2019
Q4 | $3.38M | Sell |
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|
2019
Q3 | $3.36M | Buy |
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|
2019
Q2 | $3.3M | Buy |
|
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|
2019
Q1 | $3.14M | Buy |
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|
2018
Q4 | $2.3M | Sell |
|
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|
2018
Q3 | $2.62M | Sell |
|
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|
2018
Q2 | $2.76M | Sell |
|
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|
2018
Q1 | $2.58M | Sell |
|
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|
2017
Q4 | $3.3M | Sell |
|
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|
2017
Q3 | $4.88M | Buy |
|
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|
2017
Q2 | $4.13M | Buy |
|
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|
2017
Q1 | $3.7M | Sell |
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|
2016
Q4 | $4.08M | Buy |
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