Arax Advisory Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
10,822
+1,158
| +12% | +$184K | 0.08% | 164 |
|
|
2025
Q1 | $1.62M | Sell |
9,664
-4,374
| -31% | -$732K | 0.1% | 128 |
|
|
2024
Q4 | $2.03M | Buy |
14,038
+11,541
| +462% | +$1.67M | 0.13% | 109 |
|
|
2024
Q3 | $368K | Sell |
2,497
-47
| -2% | -$6.92K | 0.03% | 241 |
|
|
2024
Q2 | $398K | Buy |
2,544
+273
| +12% | +$42.7K | 0.04% | 229 |
|
|
2024
Q1 | $358K | Buy |
2,271
+192
| +9% | +$30.3K | 0.04% | 223 |
|
|
2023
Q4 | $310K | Sell |
2,079
-1,602
| -44% | -$239K | 0.03% | 226 |
|
|
2023
Q3 | $621K | Sell |
3,681
-152
| -4% | -$25.6K | 0.08% | 126 |
|
|
2023
Q2 | $603K | Buy |
3,833
+282
| +8% | +$44.4K | 0.08% | 102 |
|
|
2023
Q1 | $579K | Buy |
3,551
+94
| +3% | +$15.3K | 0.08% | 106 |
|
|
2022
Q4 | $620K | Buy |
3,457
+60
| +2% | +$10.8K | 0.09% | 98 |
|
|
2022
Q3 | $488K | Sell |
3,397
-84
| -2% | -$12.1K | 0.08% | 95 |
|
|
2022
Q2 | $504K | Sell |
3,481
-331
| -9% | -$47.9K | 0.08% | 93 |
|
|
2022
Q1 | $621K | Buy |
3,812
+16
| +0.4% | +$2.61K | 0.08% | 87 |
|
|
2021
Q4 | $445K | Buy |
3,796
+377
| +11% | +$44.2K | 0.06% | 120 |
|
|
2021
Q3 | $347K | Sell |
3,419
-1,004
| -23% | -$102K | 0.05% | 150 |
|
|
2021
Q2 | $463K | Buy |
+4,423
| New | +$463K | 0.06% | 111 |
|
|
2020
Q4 | $274K | Buy |
3,247
+14
| +0.4% | +$1.18K | 0.04% | 158 |
|
|
2020
Q3 | $233K | Buy |
3,233
+230
| +8% | +$16.6K | 0.04% | 160 |
|
|
2020
Q2 | $268K | Buy |
3,003
+169
| +6% | +$15.1K | 0.05% | 125 |
|
|
2020
Q1 | $205K | Buy |
2,834
+556
| +24% | +$40.2K | 0.05% | 145 |
|
|
2019
Q4 | $275K | Sell |
2,278
-70
| -3% | -$8.45K | 0.08% | 111 |
|
|
2019
Q3 | $279K | Buy |
2,348
+102
| +5% | +$12.1K | 0.08% | 110 |
|
|
2019
Q2 | $279K | Buy |
+2,246
| New | +$279K | 0.09% | 106 |
|
|
2018
Q4 | $265K | Sell |
2,437
-57
| -2% | -$6.2K | 0.11% | 98 |
|
|
2018
Q3 | $305K | Sell |
2,494
-836
| -25% | -$102K | 0.12% | 87 |
|
|
2018
Q2 | $421K | Buy |
3,330
+638
| +24% | +$80.7K | 0.18% | 58 |
|
|
2018
Q1 | $307K | Sell |
2,692
-280
| -9% | -$31.9K | 0.16% | 63 |
|
|
2017
Q4 | $372K | Buy |
2,972
+69
| +2% | +$8.64K | 0.16% | 54 |
|
|
2017
Q3 | $341K | Sell |
2,903
-200
| -6% | -$23.5K | 0.16% | 52 |
|
|
2017
Q2 | $326K | Buy |
3,103
+109
| +4% | +$11.5K | 0.16% | 57 |
|
|
2017
Q1 | $321K | Buy |
2,994
+242
| +9% | +$25.9K | 0.15% | 47 |
|
|
2016
Q4 | $324K | Buy |
+2,752
| New | +$324K | 0.16% | 39 |
|