Next Financial Group’s Chevron CVX Stock Holding History

Next Financial Group’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$4.34M	Buy	36,993 +2,065	+6%	+$242K	0.29%	70
2021 Q3	$3.54M	Buy	34,928 +6,459	+23%	+$655K	0.28%	74
2021 Q2	$2.98M	Buy	28,469 +12,809	+82%	+$1.34M	0.24%	90
2021 Q1	$1.64M	Sell	15,660 -2,285	-13%	-$239K	0.15%	155
2020 Q4	$1.52M	Sell	17,945 -675	-4%	-$57K	0.15%	151
2020 Q3	$1.34M	Buy	18,620 +2,946	+19%	+$212K	0.14%	151
2020 Q2	$1.4M	Sell	15,674 -5,279	-25%	-$471K	0.16%	151
2020 Q1	$1.52M	Sell	20,953 -6,779	-24%	-$491K	0.2%	116
2019 Q4	$3.34M	Sell	27,732 -1,771	-6%	-$213K	0.35%	61
2019 Q3	$3.5M	Sell	29,503 -3,862	-12%	-$458K	0.38%	52
2019 Q2	$4.15M	Buy	33,365 +25,812	+342%	+$3.21M	0.44%	39
2019 Q1	$931K	Sell	7,553 -16,724	-69%	-$2.06M	0.24%	50
2018 Q4	$2.64M	Sell	24,277 -1,172	-5%	-$127K	0.55%	35
2018 Q3	$3.11M	Sell	25,449 -1,614	-6%	-$197K	1.44%	9
2018 Q2	$3.42M	Sell	27,063 -9,242	-25%	-$1.17M	1.31%	12
2018 Q1	$4.14M	Buy	36,305 +8,480	+30%	+$967K	0.87%	21
2017 Q4	$3.48M	Sell	27,825 -5,109	-16%	-$640K	1.49%	8
2017 Q3	$3.92M	Buy	32,934 +1,542	+5%	+$184K	1.09%	9
2017 Q2	$3.28M	Buy	31,392 +1,874	+6%	+$196K	0.8%	18
2017 Q1	$3.15M	Sell	29,518 -16,044	-35%	-$1.71M	0.88%	15
2016 Q4	$5.36M	Buy	45,562 +2,930	+7%	+$345K	0.94%	13
2016 Q3	$4.39M	Buy	42,632 +16,299	+62%	+$1.68M	0.79%	20
2016 Q2	$2.76M	Buy	26,333 +2,181	+9%	+$229K	0.88%	17
2016 Q1	$2.3M	Buy	24,152 +4,464	+23%	+$426K	0.81%	20
2015 Q4	$1.77M	Buy	19,688 +528	+3%	+$47.5K	0.66%	24
2015 Q3	$1.51M	Buy	19,160 +3,557	+23%	+$281K	0.54%	36
2015 Q2	$1.51M	Buy	15,603 +688	+5%	+$66.4K	0.52%	40
2015 Q1	$1.57M	Buy	14,915 +1,307	+10%	+$137K	0.5%	39
2014 Q4	$1.53M	Sell	13,608 -10,488	-44%	-$1.18M	0.51%	37
2014 Q3	$2.88M	Sell	24,096 -1,242	-5%	-$148K	0.57%	23
2014 Q2	$3.24M	Buy	+25,338	New	+$3.24M	1.69%	11