AIA
Arbor Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
1,755
+20
| +1% | +$2.86K | 0.03% | 99 |
|
|
2025
Q1 | $290K | Buy |
1,735
+3
| +0.2% | +$502 | 0.04% | 78 |
|
|
2024
Q4 | $251K | Sell |
1,732
-12
| -0.7% | -$1.74K | 0.04% | 89 |
|
|
2024
Q3 | $257K | Hold |
1,744
| – | – | 0.03% | 98 |
|
|
2024
Q2 | $273K | Hold |
1,744
| – | – | 0.04% | 80 |
|
|
2024
Q1 | $275K | Hold |
1,744
| – | – | 0.04% | 88 |
|
|
2023
Q4 | $260K | Hold |
1,744
| – | – | 0.04% | 87 |
|
|
2023
Q3 | $294K | Hold |
1,744
| – | – | 0.05% | 74 |
|
|
2023
Q2 | $274K | Sell |
1,744
-365
| -17% | -$57.4K | 0.05% | 81 |
|
|
2023
Q1 | $344K | Hold |
2,109
| – | – | 0.06% | 67 |
|
|
2022
Q4 | $378K | Buy |
+2,109
| New | +$378K | 0.08% | 67 |
|
|
2014
Q3 | – | Sell |
-2,482
| Closed | -$324K | – | 46 |
|
|
2014
Q2 | $324K | Sell |
2,482
-185
| -7% | -$24.2K | 0.17% | 37 |
|
|
2014
Q1 | $317K | Buy |
+2,667
| New | +$317K | 0.18% | 38 |
|
|
2013
Q3 | – | Sell |
-1,768
| Closed | -$209K | – | 39 |
|
|
2013
Q2 | $209K | Buy |
+1,768
| New | +$209K | 0.15% | 35 |
|