RCA
Ranch Capital Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
13,140
+467
| +4% | +$66.9K | 0.82% | 42 |
|
|
2025
Q1 | $2.12M | Buy |
12,673
+325
| +3% | +$54.4K | 1.01% | 34 |
|
|
2024
Q4 | $1.79M | Buy |
12,348
+233
| +2% | +$33.7K | 0.84% | 38 |
|
|
2024
Q3 | $1.78M | Buy |
12,115
+73
| +0.6% | +$10.8K | 0.84% | 36 |
|
|
2024
Q2 | $1.88M | Sell |
12,042
-637
| -5% | -$99.6K | 0.99% | 29 |
|
|
2024
Q1 | $2M | Buy |
12,679
+1,162
| +10% | +$183K | 1.08% | 27 |
|
|
2023
Q4 | $1.72M | Buy |
11,517
+247
| +2% | +$36.8K | 1.07% | 26 |
|
|
2023
Q3 | $1.9M | Buy |
11,270
+60
| +0.5% | +$10.1K | 1.33% | 19 |
|
|
2023
Q2 | $1.76M | Sell |
11,210
-82
| -0.7% | -$12.9K | 1.24% | 23 |
|
|
2023
Q1 | $1.84M | Sell |
11,292
-286
| -2% | -$46.7K | 1.35% | 17 |
|
|
2022
Q4 | $2.08M | Sell |
11,578
-171
| -1% | -$30.7K | 1.63% | 11 |
|
|
2022
Q3 | $1.69M | Buy |
11,749
+133
| +1% | +$19.1K | 1.38% | 17 |
|
|
2022
Q2 | $1.68M | Buy |
11,616
+443
| +4% | +$64.1K | 1.29% | 21 |
|
|
2022
Q1 | $1.82M | Sell |
11,173
-399
| -3% | -$65K | 1.2% | 18 |
|
|
2021
Q4 | $1.36M | Buy |
11,572
+97
| +0.8% | +$11.4K | 0.88% | 35 |
|
|
2021
Q3 | $1.16M | Buy |
11,475
+312
| +3% | +$31.6K | 0.73% | 36 |
|
|
2021
Q2 | $1.17M | Sell |
11,163
-400
| -3% | -$41.9K | 0.7% | 36 |
|
|
2021
Q1 | $1.21M | Sell |
11,563
-1,704
| -13% | -$178K | 0.8% | 29 |
|
|
2020
Q4 | $1.12M | Sell |
13,267
-359
| -3% | -$30.3K | 0.81% | 27 |
|
|
2020
Q3 | $989K | Sell |
13,626
-862
| -6% | -$62.6K | 0.79% | 26 |
|
|
2020
Q2 | $1.3M | Buy |
14,488
+1,521
| +12% | +$136K | 1.02% | 15 |
|
|
2020
Q1 | $939K | Sell |
12,967
-164
| -1% | -$11.9K | 0.93% | 20 |
|
|
2019
Q4 | $1.58M | Buy |
13,131
+3,342
| +34% | +$403K | 1.28% | 10 |
|
|
2019
Q3 | $1.16M | Buy |
+9,789
| New | +$1.16M | 1.24% | 14 |
|