AFA
Arlington Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
31,025
-351
| -1% | -$50.3K | 0.73% | 37 |
|
|
2025
Q1 | $5.25M | Buy |
31,376
+3,450
| +12% | +$577K | 0.92% | 29 |
|
|
2024
Q4 | $4.04M | Sell |
27,926
-1,528
| -5% | -$221K | 0.8% | 37 |
|
|
2024
Q3 | $4.34M | Buy |
29,454
+6,406
| +28% | +$943K | 0.89% | 29 |
|
|
2024
Q2 | $3.61M | Buy |
23,048
+125
| +0.5% | +$19.6K | 0.79% | 34 |
|
|
2024
Q1 | $3.62M | Buy |
22,923
+1,962
| +9% | +$309K | 0.79% | 34 |
|
|
2023
Q4 | $3.13M | Sell |
20,961
-1,926
| -8% | -$287K | 0.93% | 35 |
|
|
2023
Q3 | $3.86M | Sell |
22,887
-133
| -0.6% | -$22.4K | 1.37% | 21 |
|
|
2023
Q2 | $3.62M | Buy |
23,020
+69
| +0.3% | +$10.9K | 1.32% | 19 |
|
|
2023
Q1 | $3.74M | Sell |
22,951
-2,334
| -9% | -$381K | 1.44% | 17 |
|
|
2022
Q4 | $4.54M | Sell |
25,285
-325
| -1% | -$58.3K | 1.91% | 13 |
|
|
2022
Q3 | $3.68M | Sell |
25,610
-1,384
| -5% | -$199K | 1.87% | 13 |
|
|
2022
Q2 | $3.91M | Sell |
26,994
-1,032
| -4% | -$149K | 1.76% | 13 |
|
|
2022
Q1 | $4.56M | Sell |
28,026
-3,773
| -12% | -$614K | 1.73% | 16 |
|
|
2021
Q4 | $3.73M | Sell |
31,799
-360
| -1% | -$42.3K | 1.26% | 24 |
|
|
2021
Q3 | $3.26M | Buy |
32,159
+248
| +0.8% | +$25.2K | 1.28% | 31 |
|
|
2021
Q2 | $3.34M | Buy |
31,911
+4,733
| +17% | +$496K | 1.27% | 27 |
|
|
2021
Q1 | $2.85M | Buy |
27,178
+9,555
| +54% | +$1M | 1.16% | 30 |
|
|
2020
Q4 | $1.49M | Sell |
17,623
-9,161
| -34% | -$774K | 0.63% | 33 |
|
|
2020
Q3 | $1.93M | Buy |
26,784
+228
| +0.9% | +$16.4K | 0.99% | 30 |
|
|
2020
Q2 | $2.37M | Buy |
26,556
+403
| +2% | +$36K | 1.34% | 25 |
|
|
2020
Q1 | $1.9M | Buy |
26,153
+6,650
| +34% | +$482K | 1.35% | 22 |
|
|
2019
Q4 | $2.35M | Sell |
19,503
-919
| -5% | -$111K | 1.31% | 25 |
|
|
2019
Q3 | $2.42M | Buy |
20,422
+201
| +1% | +$23.8K | 1.38% | 24 |
|
|
2019
Q2 | $2.52M | Buy |
20,221
+85
| +0.4% | +$10.6K | 1.44% | 23 |
|
|
2019
Q1 | $2.48M | Buy |
20,136
+1,292
| +7% | +$159K | 1.41% | 22 |
|
|
2018
Q4 | $2.05M | Sell |
18,844
-98
| -0.5% | -$10.7K | 0.87% | 37 |
|
|
2018
Q3 | $2.26M | Buy |
18,942
+178
| +0.9% | +$21.3K | 1.36% | 23 |
|
|
2018
Q2 | $2.37M | Buy |
18,764
+1,114
| +6% | +$141K | 1.38% | 23 |
|
|
2018
Q1 | $2.09M | Buy |
17,650
+162
| +0.9% | +$19.2K | 1.37% | 20 |
|
|
2017
Q4 | $2.29M | Buy |
+17,488
| New | +$2.29M | 1.08% | 24 |
|