DAS
Dynamic Advisor Solutions’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Buy |
116,948
+849
| +0.7% | +$122K | 0.52% | 41 |
|
|
2025
Q1 | $19.4M | Buy |
116,099
+2,317
| +2% | +$388K | 0.64% | 38 |
|
|
2024
Q4 | $16.5M | Sell |
113,782
-1,153
| -1% | -$167K | 0.71% | 30 |
|
|
2024
Q3 | $16.9M | Buy |
114,935
+603
| +0.5% | +$88.8K | 0.51% | 45 |
|
|
2024
Q2 | $17.9M | Buy |
114,332
+10,617
| +10% | +$1.66M | 0.56% | 34 |
|
|
2024
Q1 | $16.4M | Buy |
103,715
+8,690
| +9% | +$1.37M | 0.55% | 35 |
|
|
2023
Q4 | $14.3M | Buy |
95,025
+40,819
| +75% | +$6.14M | 0.53% | 38 |
|
|
2023
Q3 | $9.14M | Buy |
54,206
+3,317
| +7% | +$559K | 0.43% | 50 |
|
|
2023
Q2 | $8.01M | Buy |
50,889
+1,047
| +2% | +$165K | 0.42% | 48 |
|
|
2023
Q1 | $8.13M | Buy |
49,842
+2,623
| +6% | +$428K | 0.48% | 43 |
|
|
2022
Q4 | $8.48M | Buy |
47,219
+134
| +0.3% | +$24.1K | 0.58% | 38 |
|
|
2022
Q3 | $6.77M | Sell |
47,085
-2,796
| -6% | -$402K | 0.52% | 38 |
|
|
2022
Q2 | $7.22M | Buy |
49,881
+640
| +1% | +$92.7K | 0.55% | 35 |
|
|
2022
Q1 | $8.02M | Sell |
49,241
-3,905
| -7% | -$636K | 0.56% | 34 |
|
|
2021
Q4 | $6.24M | Sell |
53,146
-861
| -2% | -$101K | 0.45% | 48 |
|
|
2021
Q3 | $5.48M | Sell |
54,007
-959
| -2% | -$97.3K | 0.41% | 53 |
|
|
2021
Q2 | $5.76M | Buy |
54,966
+2,392
| +5% | +$251K | 0.46% | 47 |
|
|
2021
Q1 | $5.51M | Buy |
52,574
+9,455
| +22% | +$991K | 0.51% | 45 |
|
|
2020
Q4 | $3.64M | Buy |
43,119
+8,320
| +24% | +$703K | 0.34% | 80 |
|
|
2020
Q3 | $2.51M | Sell |
34,799
-2,869
| -8% | -$207K | 0.28% | 97 |
|
|
2020
Q2 | $3.36M | Sell |
37,668
-3,002
| -7% | -$268K | 0.45% | 52 |
|
|
2020
Q1 | $2.95M | Buy |
40,670
+3,144
| +8% | +$228K | 0.54% | 38 |
|
|
2019
Q4 | $4.52M | Buy |
37,526
+2,434
| +7% | +$293K | 0.62% | 34 |
|
|
2019
Q3 | $4.16M | Sell |
35,092
-666
| -2% | -$79K | 0.65% | 32 |
|
|
2019
Q2 | $4.45M | Sell |
35,758
-2,324
| -6% | -$289K | 0.71% | 28 |
|
|
2019
Q1 | $4.69M | Sell |
38,082
-2,951
| -7% | -$364K | 0.89% | 21 |
|
|
2018
Q4 | $4.65M | Sell |
41,033
-2,944
| -7% | -$333K | 0.99% | 17 |
|
|
2018
Q3 | $5.38M | Sell |
43,977
-171
| -0.4% | -$20.9K | 1.12% | 12 |
|
|
2018
Q2 | $5.58M | Buy |
44,148
+1,988
| +5% | +$251K | 1.27% | 6 |
|
|
2018
Q1 | $4.81M | Buy |
42,160
+6,856
| +19% | +$782K | 1.23% | 10 |
|
|
2017
Q4 | $4.42M | Buy |
35,304
+16,622
| +89% | +$2.08M | 1.45% | 6 |
|
|
2017
Q3 | $2.2M | Buy |
18,682
+51
| +0.3% | +$5.99K | 0.87% | 29 |
|
|
2017
Q2 | $1.94M | Buy |
18,631
+1,303
| +8% | +$136K | 0.75% | 33 |
|
|
2017
Q1 | $1.86M | Buy |
17,328
+197
| +1% | +$21.2K | 0.73% | 37 |
|
|
2016
Q4 | $2.02M | Sell |
17,131
-3,725
| -18% | -$438K | 0.8% | 36 |
|
|
2016
Q3 | $2.15M | Buy |
20,856
+8,348
| +67% | +$859K | 0.81% | 31 |
|
|
2016
Q2 | $1.31M | Sell |
12,508
-382
| -3% | -$40K | 0.53% | 59 |
|
|
2016
Q1 | $1.23M | Buy |
12,890
+923
| +8% | +$88.1K | 0.52% | 56 |
|
|
2015
Q4 | $1.08M | Buy |
11,967
+2,735
| +30% | +$246K | 0.45% | 67 |
|
|
2015
Q3 | $728K | Sell |
9,232
-894
| -9% | -$70.5K | 0.37% | 74 |
|
|
2015
Q2 | $977K | Buy |
10,126
+672
| +7% | +$64.8K | 0.57% | 57 |
|
|
2015
Q1 | $992K | Buy |
9,454
+2,085
| +28% | +$219K | 0.5% | 64 |
|
|
2014
Q4 | $827K | Buy |
7,369
+180
| +3% | +$20.2K | 0.44% | 68 |
|
|
2014
Q3 | $858K | Buy |
7,189
+1,291
| +22% | +$154K | 0.47% | 62 |
|
|
2014
Q2 | $770K | Sell |
5,898
-5,853
| -50% | -$764K | 0.46% | 67 |
|
|
2014
Q1 | $1.4M | Buy |
11,751
+792
| +7% | +$94.2K | 0.95% | 29 |
|
|
2013
Q4 | $1.28M | Buy |
+10,959
| New | +$1.28M | 0.94% | 30 |
|