UAS
United Asset Strategies’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Sell |
82,773
-74
| -0.1% | -$10.6K | 1.01% | 32 |
|
|
2025
Q1 | $13.9M | Buy |
82,847
+526
| +0.6% | +$88K | 1.29% | 25 |
|
|
2024
Q4 | $11.9M | Buy |
82,321
+1,941
| +2% | +$281K | 1.09% | 31 |
|
|
2024
Q3 | $11.8M | Buy |
80,380
+3,105
| +4% | +$457K | 1.1% | 30 |
|
|
2024
Q2 | $12.1M | Sell |
77,275
-4,559
| -6% | -$713K | 1.19% | 28 |
|
|
2024
Q1 | $12.9M | Buy |
81,834
+7,723
| +10% | +$1.22M | 1.29% | 25 |
|
|
2023
Q4 | $11.1M | Buy |
74,111
+1,854
| +3% | +$277K | 1.24% | 26 |
|
|
2023
Q3 | $12.2M | Buy |
72,257
+242
| +0.3% | +$40.8K | 1.58% | 17 |
|
|
2023
Q2 | $11.3M | Sell |
72,015
-24,637
| -25% | -$3.88M | 1.41% | 20 |
|
|
2023
Q1 | $15.8M | Buy |
96,652
+312
| +0.3% | +$50.9K | 2.08% | 7 |
|
|
2022
Q4 | $17.3M | Buy |
96,340
+678
| +0.7% | +$122K | 2.41% | 4 |
|
|
2022
Q3 | $13.7M | Sell |
95,662
-12,112
| -11% | -$1.74M | 2.11% | 7 |
|
|
2022
Q2 | $15.6M | Sell |
107,774
-6,432
| -6% | -$931K | 2.27% | 6 |
|
|
2022
Q1 | $18.6M | Buy |
114,206
+23,243
| +26% | +$3.78M | 2.36% | 6 |
|
|
2021
Q4 | $10.7M | Sell |
90,963
-293
| -0.3% | -$34.4K | 1.27% | 27 |
|
|
2021
Q3 | $9.26M | Buy |
91,256
+6,899
| +8% | +$700K | 1.19% | 35 |
|
|
2021
Q2 | $8.84M | Buy |
84,357
+34,613
| +70% | +$3.63M | 1.18% | 35 |
|
|
2021
Q1 | $5.21M | Buy |
49,744
+41,369
| +494% | +$4.34M | 0.76% | 45 |
|
|
2020
Q4 | $707K | Sell |
8,375
-312
| -4% | -$26.3K | 0.11% | 128 |
|
|
2020
Q3 | $625K | Buy |
8,687
+46
| +0.5% | +$3.31K | 0.11% | 117 |
|
|
2020
Q2 | $771K | Sell |
8,641
-60,514
| -88% | -$5.4M | 0.15% | 106 |
|
|
2020
Q1 | $5.01M | Buy |
69,155
+33,750
| +95% | +$2.45M | 1.24% | 28 |
|
|
2019
Q4 | $4.27M | Buy |
35,405
+2,060
| +6% | +$248K | 0.83% | 44 |
|
|
2019
Q3 | $3.96M | Buy |
33,345
+2,764
| +9% | +$328K | 0.87% | 41 |
|
|
2019
Q2 | $3.81M | Buy |
30,581
+2,418
| +9% | +$301K | 0.87% | 41 |
|
|
2019
Q1 | $3.47M | Buy |
28,163
+6,143
| +28% | +$757K | 0.82% | 43 |
|
|
2018
Q4 | $2.4M | Sell |
22,020
-32,474
| -60% | -$3.53M | 0.65% | 49 |
|
|
2018
Q3 | $6.66M | Buy |
54,494
+2,810
| +5% | +$344K | 1.57% | 16 |
|
|
2018
Q2 | $6.53M | Buy |
51,684
+47,582
| +1,160% | +$6.02M | 1.73% | 9 |
|
|
2018
Q1 | $468K | Buy |
4,102
+105
| +3% | +$12K | 0.14% | 129 |
|
|
2017
Q4 | $500K | Buy |
+3,997
| New | +$500K | 0.13% | 124 |
|