Arete Wealth Advisors’s Chevron CVX Stock Holding History

Arete Wealth Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.24M	Buy	22,616 +1,175	+5%	+$168K	0.23%	91
2025 Q1	$3.59M	Buy	21,441 +821	+4%	+$137K	0.27%	82
2024 Q4	$2.99M	Buy	20,620 +4,508	+28%	+$653K	0.22%	99
2024 Q3	$2.37M	Buy	+16,112	New	+$2.37M	0.2%	109
2024 Q1	–	Sell	-32,390	Closed	-$4.83M	–	451
2023 Q4	$4.83M	Buy	+32,390	New	+$4.83M	0.37%	58
2023 Q3	–	Sell	-30,075	Closed	-$4.73M	–	543
2023 Q2	$4.73M	Sell	30,075 -120	-0.4%	-$18.9K	0.42%	51
2023 Q1	$4.93M	Buy	30,195 +2,751	+10%	+$449K	0.4%	56
2022 Q4	$4.93B	Buy	27,444 +3,261	+13%	+$585M	0.43%	46
2022 Q3	$3.47M	Buy	24,183 +12,186	+102%	+$1.75M	0.34%	60
2022 Q2	$1.74M	Sell	11,997 -853	-7%	-$124K	0.18%	105
2022 Q1	$2.09M	Sell	12,850 -716	-5%	-$117K	0.18%	111
2021 Q4	$1.62M	Buy	13,566 +2,653	+24%	+$316K	0.14%	139
2021 Q3	$1.11M	Buy	10,913 +1,045	+11%	+$106K	0.12%	160
2021 Q2	$870K	Buy	9,868 +635	+7%	+$56K	0.12%	149
2021 Q1	$968K	Buy	9,233 +1,705	+23%	+$179K	0.12%	165
2020 Q4	$636K	Sell	7,528 -5,366	-42%	-$453K	0.09%	198
2020 Q3	$919K	Sell	12,894 -1,182	-8%	-$84.2K	0.14%	157
2020 Q2	$1.26M	Buy	14,076 +1,066	+8%	+$95.1K	0.22%	120
2020 Q1	$940K	Sell	13,010 -2,140	-14%	-$155K	0.19%	126
2019 Q4	$1.83M	Sell	15,150 -420	-3%	-$50.6K	0.32%	80
2019 Q3	$1.85M	Buy	15,570 +126	+0.8%	+$14.9K	0.35%	74
2019 Q2	$1.92M	Sell	15,444 -158	-1%	-$19.7K	0.37%	68
2019 Q1	$1.92M	Buy	15,602 +2,592	+20%	+$319K	0.4%	60
2018 Q4	$1.42M	Buy	13,010 +4,832	+59%	+$526K	0.34%	70
2018 Q3	$1M	Buy	8,178 +76	+0.9%	+$9.29K	0.22%	112
2018 Q2	$1.02M	Buy	8,102 +3,788	+88%	+$478K	0.24%	106
2018 Q1	$491K	Buy	4,314 +536	+14%	+$61K	0.16%	165
2017 Q4	$473K	Buy	3,778 +665	+21%	+$83.3K	0.15%	176
2017 Q3	$366K	Buy	3,113 +88	+3%	+$10.3K	0.15%	191
2017 Q2	$316K	Buy	3,025 +650	+27%	+$67.9K	0.14%	181
2017 Q1	$255K	Hold	2,375	–	–	0.11%	168
2016 Q4	$280K	Buy	+2,375	New	+$280K	0.13%	139