KA
Kovack Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.01M | Buy |
62,894
+1,999
| +3% | +$286K | 0.88% | 18 |
|
|
2025
Q1 | $10.2M | Sell |
60,895
-1,871
| -3% | -$313K | 1.08% | 15 |
|
|
2024
Q4 | $9.09M | Sell |
62,766
-2,814
| -4% | -$408K | 0.89% | 22 |
|
|
2024
Q3 | $9.66M | Sell |
65,580
-1,331
| -2% | -$196K | 1.02% | 16 |
|
|
2024
Q2 | $10.5M | Sell |
66,911
-1,245
| -2% | -$195K | 1.15% | 12 |
|
|
2024
Q1 | $10.8M | Buy |
68,156
+23,415
| +52% | +$3.69M | 1.3% | 9 |
|
|
2023
Q4 | $6.67M | Buy |
44,741
+2,384
| +6% | +$356K | 0.79% | 14 |
|
|
2023
Q3 | $7.14M | Buy |
42,357
+2,699
| +7% | +$455K | 1% | 12 |
|
|
2023
Q2 | $6.24M | Buy |
39,658
+1,147
| +3% | +$180K | 0.8% | 18 |
|
|
2023
Q1 | $6.28M | Buy |
38,511
+3,178
| +9% | +$519K | 0.86% | 12 |
|
|
2022
Q4 | $6.34M | Sell |
35,333
-2,045
| -5% | -$367K | 0.93% | 12 |
|
|
2022
Q3 | $5.37M | Buy |
37,378
+7,118
| +24% | +$1.02M | 0.79% | 15 |
|
|
2022
Q2 | $4.38M | Sell |
30,260
-2,697
| -8% | -$390K | 0.58% | 23 |
|
|
2022
Q1 | $5.37M | Sell |
32,957
-6,741
| -17% | -$1.1M | 0.55% | 26 |
|
|
2021
Q4 | $4.66M | Buy |
39,698
+3,476
| +10% | +$408K | 0.45% | 30 |
|
|
2021
Q3 | $3.68M | Buy |
36,222
+2,595
| +8% | +$263K | 0.4% | 54 |
|
|
2021
Q2 | $3.52M | Buy |
33,627
+2,377
| +8% | +$249K | 0.4% | 56 |
|
|
2021
Q1 | $3.28M | Sell |
31,250
-517
| -2% | -$54.2K | 0.43% | 57 |
|
|
2020
Q4 | $2.68M | Buy |
31,767
+2,742
| +9% | +$232K | 0.39% | 58 |
|
|
2020
Q3 | $2.09M | Buy |
29,025
+1,748
| +6% | +$126K | 0.37% | 67 |
|
|
2020
Q2 | $2.43M | Buy |
27,277
+3,184
| +13% | +$284K | 0.47% | 49 |
|
|
2020
Q1 | $1.75M | Sell |
24,093
-973
| -4% | -$70.5K | 0.4% | 68 |
|
|
2019
Q4 | $3.02M | Buy |
25,066
+1,027
| +4% | +$124K | 0.54% | 35 |
|
|
2019
Q3 | $2.85M | Buy |
24,039
+3,123
| +15% | +$370K | 0.59% | 30 |
|
|
2019
Q2 | $2.6M | Buy |
20,916
+317
| +2% | +$39.5K | 0.6% | 31 |
|
|
2019
Q1 | $2.54M | Sell |
20,599
-280
| -1% | -$34.5K | 0.63% | 27 |
|
|
2018
Q4 | $2.27M | Sell |
20,879
-895
| -4% | -$97.3K | 0.66% | 28 |
|
|
2018
Q3 | $2.66M | Buy |
21,774
+1,761
| +9% | +$215K | 0.69% | 23 |
|
|
2018
Q2 | $2.53M | Sell |
20,013
-2,971
| -13% | -$376K | 0.71% | 21 |
|
|
2018
Q1 | $2.62M | Sell |
22,984
-2,906
| -11% | -$331K | 0.66% | 22 |
|
|
2017
Q4 | $3.22M | Buy |
25,890
+6,925
| +37% | +$860K | 0.81% | 17 |
|
|
2017
Q3 | $2.23M | Buy |
18,965
+2,018
| +12% | +$237K | 0.74% | 22 |
|
|
2017
Q2 | $1.77M | Buy |
16,947
+3,633
| +27% | +$379K | 0.56% | 28 |
|
|
2017
Q1 | $1.43M | Sell |
13,314
-3,715
| -22% | -$399K | 0.56% | 32 |
|
|
2016
Q4 | $2M | Sell |
17,029
-400
| -2% | -$47.1K | 0.95% | 20 |
|
|
2016
Q3 | $1.79M | Buy |
17,429
+156
| +0.9% | +$16.1K | 0.87% | 24 |
|
|
2016
Q2 | $1.81M | Sell |
17,273
-236
| -1% | -$24.7K | 0.96% | 19 |
|
|
2016
Q1 | $1.67M | Buy |
17,509
+1,838
| +12% | +$175K | 1.04% | 19 |
|
|
2015
Q4 | $1.41M | Sell |
15,671
-8,135
| -34% | -$732K | 0.93% | 22 |
|
|
2015
Q3 | $1.88M | Buy |
23,806
+2,261
| +10% | +$178K | 1.31% | 14 |
|
|
2015
Q2 | $2.08M | Buy |
21,545
+18,650
| +644% | +$1.8M | 1.47% | 15 |
|
|
2015
Q1 | $304K | Buy |
2,895
+565
| +24% | +$59.3K | 0.26% | 107 |
|
|
2014
Q4 | $261K | Buy |
+2,330
| New | +$261K | 0.27% | 99 |
|