Advisory Resource Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Sell |
4,167
-51
| -1% | -$7.3K | 0.11% | 126 |
|
|
2025
Q1 | $706K | Sell |
4,218
-95
| -2% | -$15.9K | 0.14% | 123 |
|
|
2024
Q4 | $625K | Buy |
4,313
+43
| +1% | +$6.23K | 0.13% | 118 |
|
|
2024
Q3 | $629K | Sell |
4,270
-70
| -2% | -$10.3K | 0.13% | 114 |
|
|
2024
Q2 | $679K | Sell |
4,340
-136
| -3% | -$21.3K | 0.15% | 108 |
|
|
2024
Q1 | $706K | Buy |
4,476
+496
| +12% | +$78.2K | 0.16% | 105 |
|
|
2023
Q4 | $594K | Sell |
3,980
-17,283
| -81% | -$2.58M | 0.15% | 108 |
|
|
2023
Q3 | $3.59M | Buy |
21,263
+16,936
| +391% | +$2.86M | 0.97% | 19 |
|
|
2023
Q2 | $681K | Buy |
4,327
+3
| +0.1% | +$472 | 0.19% | 82 |
|
|
2023
Q1 | $705K | Buy |
4,324
+54
| +1% | +$8.81K | 0.2% | 70 |
|
|
2022
Q4 | $766K | Buy |
4,270
+9
| +0.2% | +$1.62K | 0.23% | 62 |
|
|
2022
Q3 | $612K | Buy |
4,261
+3
| +0.1% | +$431 | 0.2% | 69 |
|
|
2022
Q2 | $616K | Sell |
4,258
-91
| -2% | -$13.2K | 0.2% | 63 |
|
|
2022
Q1 | $708K | Buy |
4,349
+3
| +0.1% | +$488 | 0.22% | 60 |
|
|
2021
Q4 | $571K | Hold |
4,346
| – | – | 0.19% | 66 |
|
|
2021
Q3 | $441K | Hold |
4,346
| – | – | 0.16% | 80 |
|
|
2021
Q2 | $455K | Hold |
4,346
| – | – | 0.18% | 77 |
|
|
2021
Q1 | $455K | Sell |
4,346
-100
| -2% | -$10.5K | 0.21% | 65 |
|
|
2020
Q4 | $375K | Buy |
4,446
+106
| +2% | +$8.94K | 0.19% | 66 |
|
|
2020
Q3 | $312K | Buy |
4,340
+4
| +0.1% | +$288 | 0.18% | 67 |
|
|
2020
Q2 | $387K | Buy |
4,336
+3
| +0.1% | +$268 | 0.24% | 53 |
|
|
2020
Q1 | $314K | Buy |
4,333
+411
| +10% | +$29.8K | 0.24% | 53 |
|
|
2019
Q4 | $473K | Buy |
3,922
+1
| +0% | +$121 | 0.27% | 52 |
|
|
2019
Q3 | $465K | Sell |
3,921
-1
| -0% | -$119 | 0.25% | 51 |
|
|
2019
Q2 | $488K | Buy |
3,922
+2
| +0.1% | +$249 | 0.27% | 49 |
|
|
2019
Q1 | $472K | Buy |
3,920
+645
| +20% | +$77.7K | 0.26% | 51 |
|
|
2018
Q4 | $356K | Buy |
+3,275
| New | +$356K | 0.22% | 50 |
|