ARS Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $935K | Buy |
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|
2021
Q1 | $920K | Buy |
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|
2020
Q4 | $730K | Sell |
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|
2020
Q3 | $800K | Sell |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $887K | Sell |
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|
2019
Q4 | $1.68M | Sell |
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|
2019
Q3 | $1.8M | Buy |
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|
2019
Q2 | $1.8M | Sell |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $1.42M | Buy |
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|
2018
Q3 | $1.54M | Buy |
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|
2018
Q2 | $1.59M | Sell |
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|
2018
Q1 | $1.57M | Sell |
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|
2017
Q4 | $1.76M | Sell |
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|
2017
Q3 | $1.8M | Buy |
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|
2017
Q2 | $1.57M | Buy |
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|
2017
Q1 | $1.54M | Buy |
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|
2016
Q4 | $1.47M | Buy |
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|
2016
Q3 | $1.25M | Buy |
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|
2016
Q2 | $966K | Buy |
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|
2016
Q1 | $740K | Buy |
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|
2015
Q4 | $662K | Sell |
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|
2015
Q3 | $588K | Sell |
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|
2015
Q2 | $732K | Buy |
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|
2015
Q1 | $446K | Hold |
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|
2014
Q4 | $476K | Sell |
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|
2014
Q3 | $570K | Sell |
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|
2014
Q2 | $668K | Sell |
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|
2014
Q1 | $630K | Sell |
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|
2013
Q4 | $1.38M | Buy |
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