Next Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.34M | Buy |
36,993
+2,065
| +6% | +$235K | 0.29% | 70 |
|
|
2021
Q3 | $3.54M | Buy |
34,928
+6,459
| +23% | +$644K | 0.28% | 74 |
|
|
2021
Q2 | $2.98M | Buy |
28,469
+12,809
| +82% | +$1.35M | 0.24% | 90 |
|
|
2021
Q1 | $1.64M | Sell |
15,660
-2,285
| -13% | -$223K | 0.15% | 155 |
|
|
2020
Q4 | $1.52M | Sell |
17,945
-675
| -4% | -$54.7K | 0.15% | 151 |
|
|
2020
Q3 | $1.34M | Buy |
18,620
+2,946
| +19% | +$248K | 0.14% | 151 |
|
|
2020
Q2 | $1.4M | Sell |
15,674
-5,279
| -25% | -$473K | 0.16% | 151 |
|
|
2020
Q1 | $1.52M | Sell |
20,953
-6,779
| -24% | -$670K | 0.2% | 116 |
|
|
2019
Q4 | $3.34M | Sell |
27,732
-1,771
| -6% | -$209K | 0.35% | 61 |
|
|
2019
Q3 | $3.5M | Sell |
29,503
-3,862
| -12% | -$469K | 0.38% | 52 |
|
|
2019
Q2 | $4.15M | Buy |
33,365
+25,812
| +342% | +$3.12M | 0.44% | 39 |
|
|
2019
Q1 | $931K | Sell |
7,553
-16,724
| -69% | -$1.98M | 0.24% | 50 |
|
|
2018
Q4 | $2.64M | Sell |
24,277
-1,172
| -5% | -$136K | 0.55% | 35 |
|
|
2018
Q3 | $3.11M | Sell |
25,449
-1,614
| -6% | -$196K | 1.44% | 9 |
|
|
2018
Q2 | $3.42M | Sell |
27,063
-9,242
| -25% | -$1.15M | 1.31% | 12 |
|
|
2018
Q1 | $4.14M | Buy |
36,305
+8,480
| +30% | +$1.01M | 0.87% | 21 |
|
|
2017
Q4 | $3.48M | Sell |
27,825
-5,109
| -16% | -$606K | 1.49% | 8 |
|
|
2017
Q3 | $3.92M | Buy |
32,934
+1,542
| +5% | +$168K | 1.09% | 9 |
|
|
2017
Q2 | $3.27M | Buy |
31,392
+1,874
| +6% | +$199K | 0.8% | 18 |
|
|
2017
Q1 | $3.15M | Sell |
29,518
-16,044
| -35% | -$1.8M | 0.88% | 15 |
|
|
2016
Q4 | $5.36M | Buy |
45,562
+2,930
| +7% | +$319K | 0.94% | 13 |
|
|
2016
Q3 | $4.39M | Buy |
42,632
+16,299
| +62% | +$1.66M | 0.79% | 20 |
|
|
2016
Q2 | $2.76M | Buy |
26,333
+2,181
| +9% | +$219K | 0.88% | 17 |
|
|
2016
Q1 | $2.3M | Buy |
24,152
+4,464
| +23% | +$390K | 0.81% | 20 |
|
|
2015
Q4 | $1.77M | Buy |
19,688
+528
| +3% | +$47.6K | 0.66% | 24 |
|
|
2015
Q3 | $1.51M | Buy |
19,160
+3,557
| +23% | +$299K | 0.54% | 36 |
|
|
2015
Q2 | $1.5M | Buy |
15,603
+688
| +5% | +$72.2K | 0.52% | 40 |
|
|
2015
Q1 | $1.56M | Buy |
14,915
+1,307
| +10% | +$139K | 0.5% | 39 |
|
|
2014
Q4 | $1.53M | Sell |
13,608
-10,488
| -44% | -$1.19M | 0.51% | 37 |
|
|
2014
Q3 | $2.88M | Sell |
24,096
-1,242
| -5% | -$158K | 0.57% | 23 |
|
|
2014
Q2 | $3.24M | Buy |
+25,338
| New | +$3.15M | 1.69% | 11 |
|
Other funds holding CVX
Next Financial Group's CVX Position: Q4 2021 in Review
Next Financial Group increased its Chevron (CVX) stake by 5.9% in Q4 2021, buying an estimated $235K and bringing the position to 36,993 shares worth $4.34M. The position accounts for 0.29% of the portfolio, ranked #70.
Next Financial Group first reported a position in CVX in Q2 2014 and has held it in 31 quarters since. The position peaked at $5.36M in Q4 2016. 2,897 funds tracked by Wall St. Rank hold CVX as of Q4 2021.
- Next Financial Group held 36,993 shares of Chevron worth $4.34M as of Q4 2021.
- Next Financial Group bought 2,065 Chevron shares in Q4 2021, an estimated $235K.
- Chevron made up 0.29% of Next Financial Group's portfolio in Q4 2021, its #70 holding.
- Next Financial Group first reported a position in Chevron in Q2 2014 and has held it in 31 quarters since.
- Next Financial Group's Chevron position peaked at $5.36M in Q4 2016.
- 2,897 funds tracked by Wall St. Rank held Chevron as of Q4 2021.
Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.