Arvest Investments’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
8,366
-3,751
-31% -$537K 0.18% 104
2025
Q1
$2.03M Sell
12,117
-630
-5% -$105K 0.32% 65
2024
Q4
$1.85M Sell
12,747
-824
-6% -$119K 0.3% 73
2024
Q3
$2M Sell
13,571
-1,783
-12% -$263K 0.3% 74
2024
Q2
$2.4M Sell
15,354
-663
-4% -$104K 0.38% 53
2024
Q1
$2.53M Sell
16,017
-2,744
-15% -$433K 0.4% 51
2023
Q4
$2.8M Buy
+18,761
New +$2.8M 0.45% 47