ARS Wealth Advisors’s Chevron CVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$935K	Buy	8,931 +148	+2%	+$15.6K	0.17%	55
2021 Q1	$920K	Buy	8,783 +137	+2%	+$13.4K	0.2%	49
2020 Q4	$730K	Sell	8,646 -2,464	-22%	-$199K	0.16%	54
2020 Q3	$800K	Sell	11,110 -903	-8%	-$75.9K	0.22%	44
2020 Q2	$1.07M	Sell	12,013 -224	-2%	-$20.1K	0.33%	35
2020 Q1	$887K	Sell	12,237 -1,676	-12%	-$166K	0.37%	33
2019 Q4	$1.68M	Sell	13,913 -1,247	-8%	-$147K	0.49%	31
2019 Q3	$1.8M	Buy	15,160 +717	+5%	+$87.1K	0.57%	28
2019 Q2	$1.8M	Sell	14,443 -327	-2%	-$39.5K	0.57%	30
2019 Q1	$1.82M	Buy	14,770 +1,751	+13%	+$207K	0.58%	28
2018 Q4	$1.42M	Buy	13,019 +410	+3%	+$47.5K	0.52%	31
2018 Q3	$1.54M	Buy	12,609 +43	+0.3%	+$5.22K	0.52%	32
2018 Q2	$1.59M	Sell	12,566 -1,228	-9%	-$152K	0.57%	29
2018 Q1	$1.57M	Sell	13,794 -259	-2%	-$31K	0.59%	27
2017 Q4	$1.76M	Sell	14,053 -1,239	-8%	-$147K	0.65%	27
2017 Q3	$1.8M	Buy	15,292 +266	+2%	+$29K	0.7%	29
2017 Q2	$1.57M	Buy	15,026 +643	+4%	+$68.1K	0.63%	29
2017 Q1	$1.54M	Buy	14,383 +1,857	+15%	+$208K	0.66%	28
2016 Q4	$1.47M	Buy	12,526 +372	+3%	+$40.5K	0.66%	25
2016 Q3	$1.25M	Buy	12,154 +2,943	+32%	+$301K	0.53%	26
2016 Q2	$966K	Buy	9,211 +1,456	+19%	+$146K	0.41%	27
2016 Q1	$740K	Buy	7,755 +395	+5%	+$34.5K	0.35%	32
2015 Q4	$662K	Sell	7,360 -89	-1%	-$8.03K	0.34%	31
2015 Q3	$588K	Sell	7,449 -137	-2%	-$11.5K	0.3%	28
2015 Q2	$732K	Buy	7,586 +3,339	+79%	+$351K	0.32%	25
2015 Q1	$446K	Hold	4,247	–	–	0.19%	41
2014 Q4	$476K	Sell	4,247 -533	-11%	-$60.6K	0.21%	37
2014 Q3	$570K	Sell	4,780 -334	-7%	-$42.6K	0.27%	32
2014 Q2	$668K	Sell	5,114 -188	-4%	-$23.4K	0.33%	28
2014 Q1	$630K	Sell	5,302 -5,710	-52%	-$664K	0.38%	27
2013 Q4	$1.38M	Buy	+11,012	New	+$1.33M	0.85%	22

Other funds holding CVX

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ARS Wealth Advisors's CVX Position: Q2 2021 in Review

ARS Wealth Advisors increased its Chevron (CVX) stake by 1.7% in Q2 2021, buying an estimated $15.6K and bringing the position to 8,931 shares worth $935K. The position accounts for 0.17% of the portfolio, ranked #55.

ARS Wealth Advisors first reported a position in CVX in Q4 2013 and has held it in 31 quarters since. The position peaked at $1.82M in Q1 2019. 2,580 funds tracked by Wall St. Rank hold CVX as of Q2 2021.

ARS Wealth Advisors held 8,931 shares of Chevron worth $935K as of Q2 2021.
ARS Wealth Advisors bought 148 Chevron shares in Q2 2021, an estimated $15.6K.
Chevron made up 0.17% of ARS Wealth Advisors's portfolio in Q2 2021, its #55 holding.
ARS Wealth Advisors first reported a position in Chevron in Q4 2013 and has held it in 31 quarters since.
ARS Wealth Advisors's Chevron position peaked at $1.82M in Q1 2019.
2,580 funds tracked by Wall St. Rank held Chevron as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.