ARC
Advisor Resource Council’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,319
| Closed | -$2.84M | – | 256 |
|
|
2025
Q1 | $2.84M | Buy |
+17,319
| New | +$2.84M | 0.23% | 111 |
|
|
2024
Q4 | – | Sell |
-1,548
| Closed | -$228K | – | 106 |
|
|
2024
Q3 | $228K | Buy |
+1,548
| New | +$228K | 0.1% | 205 |
|
|
2024
Q2 | – | Sell |
-2,426
| Closed | -$364K | – | 93 |
|
|
2024
Q1 | $364K | Sell |
2,426
-9,203
| -79% | -$1.38M | 0.15% | 148 |
|
|
2023
Q4 | $1.73M | Buy |
11,629
+10,425
| +866% | +$1.55M | 0.2% | 125 |
|
|
2023
Q3 | $203K | Buy |
+1,204
| New | +$203K | 0.1% | 142 |
|
|
2023
Q2 | – | Sell |
-19,747
| Closed | -$3.34M | – | 175 |
|
|
2023
Q1 | $3.34M | Buy |
19,747
+1,220
| +7% | +$206K | 0.84% | 22 |
|
|
2022
Q4 | $3.33M | Buy |
18,527
+272
| +1% | +$48.8K | 1.61% | 7 |
|
|
2022
Q3 | $2.62M | Sell |
18,255
-10,445
| -36% | -$1.5M | 1.77% | 7 |
|
|
2022
Q2 | $4.16M | Buy |
28,700
+10,380
| +57% | +$1.5M | 0.39% | 56 |
|
|
2022
Q1 | $2.98M | Sell |
18,320
-16,750
| -48% | -$2.73M | 0.9% | 26 |
|
|
2021
Q4 | $4.12M | Buy |
35,070
+11,888
| +51% | +$1.39M | 0.32% | 64 |
|
|
2021
Q3 | $2.35M | Sell |
23,182
-5,955
| -20% | -$604K | 0.71% | 31 |
|
|
2021
Q2 | $3.05M | Buy |
+29,137
| New | +$3.05M | 0.32% | 69 |
|