Dynamic Advisor Solutions’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.2M | Buy |
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|
2025
Q2 | $16.7M | Buy |
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|
2025
Q1 | $19.4M | Buy |
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|
2024
Q4 | $16.5M | Sell |
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|
2024
Q3 | $16.9M | Buy |
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|
2024
Q2 | $17.9M | Buy |
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|
2024
Q1 | $16.4M | Buy |
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|
2023
Q4 | $14.3M | Buy |
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|
2023
Q3 | $9.14M | Buy |
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|
2023
Q2 | $8.01M | Buy |
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|
2023
Q1 | $8.13M | Buy |
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|
2022
Q4 | $8.48M | Buy |
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|
2022
Q3 | $6.76M | Sell |
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|
2022
Q2 | $7.22M | Buy |
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|
2022
Q1 | $8.02M | Sell |
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|
2021
Q4 | $6.24M | Sell |
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|
2021
Q3 | $5.48M | Sell |
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|
2021
Q2 | $5.76M | Buy |
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|
2021
Q1 | $5.51M | Buy |
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|
2020
Q4 | $3.64M | Buy |
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|
2020
Q3 | $2.51M | Sell |
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|
2020
Q2 | $3.36M | Sell |
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|
2020
Q1 | $2.95M | Buy |
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|
2019
Q4 | $4.52M | Buy |
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|
2019
Q3 | $4.16M | Sell |
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|
2019
Q2 | $4.45M | Sell |
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|
2019
Q1 | $4.69M | Sell |
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|
2018
Q4 | $4.65M | Sell |
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|
2018
Q3 | $5.38M | Sell |
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|
2018
Q2 | $5.58M | Buy |
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|
2018
Q1 | $4.81M | Buy |
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|
2017
Q4 | $4.42M | Buy |
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|
2017
Q3 | $2.19M | Buy |
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|
2017
Q2 | $1.94M | Buy |
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|
2017
Q1 | $1.86M | Buy |
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|
2016
Q4 | $2.02M | Sell |
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|
2016
Q3 | $2.15M | Buy |
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|
2016
Q2 | $1.31M | Sell |
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|
2016
Q1 | $1.23M | Buy |
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|
2015
Q4 | $1.08M | Buy |
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|
2015
Q3 | $728K | Sell |
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|
2015
Q2 | $977K | Buy |
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|
2015
Q1 | $992K | Buy |
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|
2014
Q4 | $827K | Buy |
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|
2014
Q3 | $858K | Buy |
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|
2014
Q2 | $770K | Sell |
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|
2014
Q1 | $1.4M | Buy |
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|
2013
Q4 | $1.27M | Buy |
|