ARS Wealth Advisors Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
123,475
+4,594
| +4% | +$658K | 2.04% | 18 |
|
|
2025
Q1 | $19.9M | Buy |
118,881
+549
| +0.5% | +$91.8K | 2.81% | 11 |
|
|
2024
Q4 | $17.1M | Buy |
118,332
+375
| +0.3% | +$54.3K | 2.35% | 13 |
|
|
2024
Q3 | $17.4M | Buy |
117,957
+5,662
| +5% | +$834K | 2.13% | 17 |
|
|
2024
Q2 | $17.6M | Buy |
112,295
+52,938
| +89% | +$8.28M | 2.28% | 15 |
|
|
2024
Q1 | $9.36M | Sell |
59,357
-2,856
| -5% | -$451K | 1.26% | 26 |
|
|
2023
Q4 | $9.28M | Sell |
62,213
-4,231
| -6% | -$631K | 1.37% | 27 |
|
|
2023
Q3 | $11.2M | Buy |
66,444
+1,087
| +2% | +$183K | 1.84% | 18 |
|
|
2023
Q2 | $10.3M | Sell |
65,357
-2,407
| -4% | -$379K | 1.63% | 21 |
|
|
2023
Q1 | $11.1M | Sell |
67,764
-5,696
| -8% | -$929K | 2.04% | 15 |
|
|
2022
Q4 | $13.2M | Sell |
73,460
-5,770
| -7% | -$1.04M | 2.17% | 12 |
|
|
2022
Q3 | $11.4M | Buy |
79,230
+2,364
| +3% | +$340K | 1.74% | 16 |
|
|
2022
Q2 | $11.1M | Buy |
76,866
+67,959
| +763% | +$9.84M | 1.53% | 19 |
|
|
2022
Q1 | $1.45M | Sell |
8,907
-800
| -8% | -$130K | 0.25% | 50 |
|
|
2021
Q4 | $1.14M | Buy |
9,707
+881
| +10% | +$103K | 0.19% | 53 |
|
|
2021
Q3 | $895K | Buy |
+8,826
| New | +$895K | 0.16% | 57 |
|