CAAS
Capital Asset Advisory Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Buy |
27,633
+909
| +3% | +$132K | 0.19% | 71 |
|
|
2025
Q1 | $4.45M | Buy |
26,724
+1,075
| +4% | +$179K | 0.23% | 58 |
|
|
2024
Q4 | $3.79M | Buy |
25,649
+1,016
| +4% | +$150K | 0.19% | 69 |
|
|
2024
Q3 | $3.66M | Buy |
24,633
+321
| +1% | +$47.7K | 0.18% | 71 |
|
|
2024
Q2 | $3.72M | Buy |
24,312
+885
| +4% | +$135K | 0.2% | 67 |
|
|
2024
Q1 | $3.79M | Buy |
23,427
+1,617
| +7% | +$261K | 0.22% | 58 |
|
|
2023
Q4 | $3.25M | Buy |
21,810
+1,894
| +10% | +$283K | 0.2% | 60 |
|
|
2023
Q3 | $3.21M | Buy |
19,916
+1,784
| +10% | +$287K | 0.22% | 56 |
|
|
2023
Q2 | $2.78M | Buy |
18,132
+759
| +4% | +$117K | 0.19% | 62 |
|
|
2023
Q1 | $2.83M | Buy |
17,373
+781
| +5% | +$127K | 0.21% | 53 |
|
|
2022
Q4 | $3.05M | Buy |
16,592
+95
| +0.6% | +$17.4K | 0.24% | 49 |
|
|
2022
Q3 | $2.37M | Buy |
16,497
+666
| +4% | +$95.7K | 0.31% | 37 |
|
|
2022
Q2 | $2.29M | Buy |
15,831
+120
| +0.8% | +$17.4K | 0.25% | 58 |
|
|
2022
Q1 | $2.56M | Sell |
15,711
-341
| -2% | -$55.5K | 0.27% | 52 |
|
|
2021
Q4 | $1.88M | Sell |
16,052
-1,520
| -9% | -$178K | 0.2% | 68 |
|
|
2021
Q3 | $1.78M | Buy |
17,572
+885
| +5% | +$89.8K | 0.2% | 68 |
|
|
2021
Q2 | $1.75M | Buy |
16,687
+567
| +4% | +$59.4K | 0.19% | 72 |
|
|
2021
Q1 | $1.69M | Sell |
16,120
-1,867
| -10% | -$196K | 0.25% | 64 |
|
|
2020
Q4 | $1.52M | Buy |
17,987
+5,961
| +50% | +$503K | 0.27% | 63 |
|
|
2020
Q3 | $866K | Sell |
12,026
-837
| -7% | -$60.3K | 0.18% | 99 |
|
|
2020
Q2 | $1.15M | Buy |
12,863
+394
| +3% | +$35.3K | 0.25% | 73 |
|
|
2020
Q1 | $1.11M | Sell |
12,469
-1,366
| -10% | -$121K | 0.29% | 65 |
|
|
2019
Q4 | $1.54M | Buy |
13,835
+165
| +1% | +$18.4K | 0.36% | 52 |
|
|
2019
Q3 | $1.62M | Buy |
13,670
+408
| +3% | +$48.4K | 1.08% | 17 |
|
|
2019
Q2 | $1.65M | Buy |
13,262
+2,957
| +29% | +$368K | 1.27% | 14 |
|
|
2019
Q1 | $1.27M | Sell |
10,305
-3,796
| -27% | -$467K | 1.64% | 10 |
|
|
2018
Q4 | $1.53M | Sell |
14,101
-371
| -3% | -$40.4K | 1.47% | 13 |
|
|
2018
Q3 | $1.77M | Buy |
14,472
+118
| +0.8% | +$14.4K | 1.49% | 11 |
|
|
2018
Q2 | $1.82M | Sell |
14,354
-186
| -1% | -$23.5K | 1.64% | 11 |
|
|
2018
Q1 | $1.66M | Buy |
14,540
+13
| +0.1% | +$1.48K | 1.53% | 13 |
|
|
2017
Q4 | $1.82M | Sell |
14,527
-103
| -0.7% | -$12.9K | 1.65% | 9 |
|
|
2017
Q3 | $1.72M | Buy |
14,630
+105
| +0.7% | +$12.3K | 1.56% | 10 |
|
|
2017
Q2 | $1.51M | Buy |
14,525
+35
| +0.2% | +$3.64K | 0.97% | 24 |
|
|
2017
Q1 | $1.56M | Sell |
14,490
-1,303
| -8% | -$140K | 1.12% | 22 |
|
|
2016
Q4 | $1.86M | Buy |
15,793
+20
| +0.1% | +$2.35K | 1.58% | 14 |
|
|
2016
Q3 | $1.62M | Sell |
15,773
-122
| -0.8% | -$12.6K | 2.15% | 6 |
|
|
2016
Q2 | $1.67M | Sell |
15,895
-64
| -0.4% | -$6.71K | 2.2% | 4 |
|
|
2016
Q1 | $1.52M | Buy |
15,959
+1,370
| +9% | +$131K | 1.66% | 9 |
|
|
2015
Q4 | $1.31M | Buy |
+14,589
| New | +$1.31M | 1.84% | 8 |
|