Arbor Trust Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
13,296
-2,119
| -14% | -$303K | 0.93% | 33 |
|
|
2025
Q1 | $2.58M | Buy |
15,415
+457
| +3% | +$76.4K | 1.21% | 29 |
|
|
2024
Q4 | $2.17M | Sell |
14,958
-402
| -3% | -$58.2K | 1.02% | 34 |
|
|
2024
Q3 | $2.4M | Hold |
15,360
| – | – | 1.26% | 27 |
|
|
2024
Q2 | $2.4M | Sell |
15,360
-63
| -0.4% | -$9.86K | 1.26% | 27 |
|
|
2024
Q1 | $2.51M | Buy |
15,423
+321
| +2% | +$52.2K | 1.38% | 25 |
|
|
2023
Q4 | $2.25M | Buy |
15,102
+665
| +5% | +$99.2K | 1.34% | 25 |
|
|
2023
Q3 | $2.43M | Sell |
14,437
-626
| -4% | -$106K | 1.6% | 19 |
|
|
2023
Q2 | $2.37M | Buy |
15,063
+244
| +2% | +$38.4K | 1.51% | 24 |
|
|
2023
Q1 | $2.42M | Buy |
14,819
+70
| +0.5% | +$11.4K | 1.59% | 22 |
|
|
2022
Q4 | $2.65M | Buy |
14,749
+5
| +0% | +$897 | 1.83% | 17 |
|
|
2022
Q3 | $2.12M | Sell |
14,744
-538
| -4% | -$77.4K | 1.61% | 23 |
|
|
2022
Q2 | $2.21M | Buy |
15,282
+662
| +5% | +$95.9K | 1.54% | 23 |
|
|
2022
Q1 | $2.38M | Buy |
14,620
+1,695
| +13% | +$276K | 1.43% | 23 |
|
|
2021
Q4 | $1.52M | Buy |
12,925
+187
| +1% | +$21.9K | 0.87% | 36 |
|
|
2021
Q3 | $1.29M | Sell |
12,738
-137
| -1% | -$13.9K | 0.81% | 40 |
|
|
2021
Q2 | $1.35M | Sell |
12,875
-100
| -0.8% | -$10.5K | 0.85% | 40 |
|
|
2021
Q1 | $1.36M | Buy |
12,975
+190
| +1% | +$19.9K | 0.91% | 37 |
|
|
2020
Q4 | $1.08M | Buy |
12,785
+1,442
| +13% | +$122K | 0.78% | 39 |
|
|
2020
Q3 | $817K | Buy |
11,343
+845
| +8% | +$60.9K | 0.71% | 38 |
|
|
2020
Q2 | $937K | Sell |
10,498
-150
| -1% | -$13.4K | 0.85% | 36 |
|
|
2020
Q1 | $772K | Sell |
10,648
-3
| -0% | -$218 | 0.82% | 37 |
|
|
2019
Q4 | $1.28M | Buy |
+10,651
| New | +$1.28M | 1.1% | 33 |
|