Polaris Wealth Advisory Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.4M | Buy |
85,574
+48,016
| +128% | +$7.76M | 1.1% | 30 |
|
|
2023
Q2 | $5.91M | Sell |
37,558
-3,741
| -9% | -$600K | 0.45% | 74 |
|
|
2023
Q1 | $6.74M | Buy |
41,299
+36,257
| +719% | +$6.08M | 0.5% | 66 |
|
|
2022
Q4 | $883K | Buy |
5,042
+46
| +0.9% | +$8.03K | 0.07% | 115 |
|
|
2022
Q3 | $785K | Buy |
4,996
+133
| +3% | +$20.3K | 0.07% | 104 |
|
|
2022
Q2 | $704K | Sell |
4,863
-737
| -13% | -$122K | 0.06% | 95 |
|
|
2022
Q1 | $936K | Buy |
5,600
+2,159
| +63% | +$310K | 0.06% | 96 |
|
|
2021
Q4 | $404K | Sell |
3,441
-283
| -8% | -$32.1K | 0.02% | 138 |
|
|
2021
Q3 | $394K | Buy |
3,724
+52
| +1% | +$5.19K | 0.02% | 130 |
|
|
2021
Q2 | $390K | Sell |
3,672
-742
| -17% | -$78.3K | 0.02% | 129 |
|
|
2021
Q1 | $454K | Buy |
4,414
+835
| +23% | +$81.5K | 0.03% | 127 |
|
|
2020
Q4 | $326K | Sell |
3,579
-4,941
| -58% | -$400K | 0.02% | 149 |
|
|
2020
Q3 | $619K | Buy |
8,520
+279
| +3% | +$23.5K | 0.06% | 106 |
|
|
2020
Q2 | $722K | Sell |
8,241
-569
| -6% | -$50.9K | 0.06% | 97 |
|
|
2020
Q1 | $638K | Sell |
8,810
-192
| -2% | -$19K | 0.07% | 86 |
|
|
2019
Q4 | $1.05M | Sell |
9,002
-631
| -7% | -$74.3K | 0.07% | 102 |
|
|
2019
Q3 | $1.08M | Sell |
9,633
-174,240
| -95% | -$21.2M | 0.09% | 97 |
|
|
2019
Q2 | $23M | Buy |
183,873
+174,382
| +1,837% | +$21.1M | 1.74% | 29 |
|
|
2019
Q1 | $1.19M | Hold |
9,491
| – | – | 0.09% | 96 |
|
|
2018
Q4 | $1.03M | Buy |
9,491
+70
| +0.7% | +$8.11K | 0.1% | 82 |
|
|
2018
Q3 | $1.15M | Buy |
9,421
+8,822
| +1,473% | +$1.07M | 0.08% | 94 |
|
|
2018
Q2 | $68K | Sell |
599
-7,972
| -93% | -$990K | 0.01% | 124 |
|
|
2018
Q1 | $977K | Sell |
8,571
-490
| -5% | -$58.6K | 0.08% | 91 |
|
|
2017
Q4 | $1.13M | Sell |
9,061
-606
| -6% | -$71.9K | 0.09% | 83 |
|
|
2017
Q3 | $1.14M | Buy |
9,667
+522
| +6% | +$57K | 0.1% | 86 |
|
|
2017
Q2 | $954K | Sell |
9,145
-303
| -3% | -$32.1K | 0.11% | 78 |
|
|
2017
Q1 | $1.01M | Buy |
9,448
+300
| +3% | +$33.6K | 0.11% | 74 |
|
|
2016
Q4 | $1.08M | Hold |
9,148
| – | – | 0.12% | 69 |
|
|
2016
Q3 | $942K | Sell |
9,148
-900
| -9% | -$91.9K | 0.11% | 68 |
|
|
2016
Q2 | $1.05M | Buy |
10,048
+774
| +8% | +$77.8K | 0.16% | 49 |
|
|
2016
Q1 | $885K | Sell |
9,274
-3,133
| -25% | -$274K | 0.14% | 54 |
|
|
2015
Q4 | $1.12M | Buy |
12,407
+1,239
| +11% | +$112K | 0.18% | 55 |
|
|
2015
Q3 | $881K | Buy |
11,168
+8,055
| +259% | +$678K | 0.18% | 48 |
|
|
2015
Q2 | $300K | Hold |
3,113
| – | – | 0.06% | 62 |
|
|
2015
Q1 | $327K | Sell |
3,113
-20
| -0.6% | -$2.13K | 0.06% | 73 |
|
|
2014
Q4 | $351K | Buy |
3,133
+20
| +0.6% | +$2.27K | 0.07% | 72 |
|
|
2014
Q3 | $371K | Sell |
3,113
-293
| -9% | -$37.4K | 0.08% | 64 |
|
|
2014
Q2 | $445K | Sell |
3,406
-811
| -19% | -$101K | 0.1% | 60 |
|
|
2014
Q1 | $501K | Hold |
4,217
| – | – | 0.12% | 54 |
|
|
2013
Q4 | $527K | Sell |
4,217
-5,854
| -58% | -$708K | 0.13% | 56 |
|
|
2013
Q3 | $1.22M | Buy |
10,071
+3,396
| +51% | +$417K | 0.38% | 39 |
|
|
2013
Q2 | $790K | Buy |
+6,675
| New | +$807K | 0.32% | 30 |
|
Other funds holding CVX
Polaris Wealth Advisory Group's CVX Position: Q3 2023 in Review
Polaris Wealth Advisory Group increased its Chevron (CVX) stake by 128% in Q3 2023, buying an estimated $7.76M and bringing the position to 85,574 shares worth $14.4M. The position accounts for 1.1% of the portfolio, ranked #30.
Polaris Wealth Advisory Group first reported a position in CVX in Q2 2013 and has held it in 42 quarters since. The position peaked at $23M in Q2 2019. 3,328 funds tracked by Wall St. Rank hold CVX as of Q3 2023.
- Polaris Wealth Advisory Group held 85,574 shares of Chevron worth $14.4M as of Q3 2023.
- Polaris Wealth Advisory Group bought 48,016 Chevron shares in Q3 2023, an estimated $7.76M.
- Chevron made up 1.1% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #30 holding.
- Polaris Wealth Advisory Group first reported a position in Chevron in Q2 2013 and has held it in 42 quarters since.
- Polaris Wealth Advisory Group's Chevron position peaked at $23M in Q2 2019.
- 3,328 funds tracked by Wall St. Rank held Chevron as of Q3 2023.
Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.