Archvest 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 | $390K | Buy |
2,721
+230
| +9% | +$32.9K | 0.34% | 45 |
|
|
2025
Q1 | $417K | Sell |
2,491
-62
| -2% | -$10.4K | 0.34% | 47 |
|
|
2024
Q4 | $370K | Buy |
2,553
+41
| +2% | +$5.94K | 0.27% | 47 |
|
|
2024
Q3 | $370K | Buy |
2,512
+94
| +4% | +$13.8K | 0.23% | 47 |
|
|
2024
Q2 | $378K | Buy |
2,418
+421
| +21% | +$65.9K | 0.25% | 44 |
|
|
2024
Q1 | $318K | Sell |
1,997
-106
| -5% | -$16.9K | 0.22% | 48 |
|
|
2023
Q4 | $314K | Sell |
2,103
-221
| -10% | -$33K | 0.24% | 44 |
|
|
2023
Q3 | $392K | Sell |
2,324
-11
| -0.5% | -$1.86K | 0.32% | 35 |
|
|
2023
Q2 | $367K | Buy |
2,335
+99
| +4% | +$15.6K | 0.3% | 36 |
|
|
2023
Q1 | $365K | Sell |
2,236
-922
| -29% | -$150K | 0.32% | 34 |
|
|
2022
Q4 | $567K | Buy |
3,158
+18
| +0.6% | +$3.23K | 0.56% | 26 |
|
|
2022
Q3 | $451K | Buy |
+3,140
| New | +$451K | 0.46% | 25 |
|