Resonant Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
37,471
+1,639
| +5% | +$235K | 0.34% | 58 |
|
|
2025
Q1 | $5.99M | Buy |
35,832
+1,602
| +5% | +$268K | 0.42% | 51 |
|
|
2024
Q4 | $4.96M | Buy |
34,230
+1,027
| +3% | +$149K | 0.36% | 57 |
|
|
2024
Q3 | $4.89M | Sell |
33,203
-301
| -0.9% | -$44.3K | 0.36% | 54 |
|
|
2024
Q2 | $5.24M | Buy |
33,504
+1,029
| +3% | +$161K | 0.43% | 50 |
|
|
2024
Q1 | $5.12M | Buy |
32,475
+518
| +2% | +$81.7K | 0.44% | 51 |
|
|
2023
Q4 | $4.77M | Sell |
31,957
-1,677
| -5% | -$250K | 0.46% | 47 |
|
|
2023
Q3 | $5.67M | Buy |
33,634
+100
| +0.3% | +$16.9K | 0.6% | 40 |
|
|
2023
Q2 | $5.28M | Buy |
33,534
+1,555
| +5% | +$245K | 0.57% | 44 |
|
|
2023
Q1 | $5.22M | Sell |
31,979
-787
| -2% | -$128K | 0.59% | 44 |
|
|
2022
Q4 | $5.88M | Buy |
32,766
+1,991
| +6% | +$357K | 0.73% | 35 |
|
|
2022
Q3 | $4.42M | Sell |
30,775
-528
| -2% | -$75.9K | 0.67% | 41 |
|
|
2022
Q2 | $4.53M | Sell |
31,303
-381
| -1% | -$55.2K | 0.71% | 38 |
|
|
2022
Q1 | $5.2M | Buy |
31,684
+675
| +2% | +$111K | 0.77% | 28 |
|
|
2021
Q4 | $3.64M | Buy |
31,009
+3,135
| +11% | +$368K | 0.55% | 36 |
|
|
2021
Q3 | $2.83M | Buy |
27,874
+3,858
| +16% | +$391K | 0.49% | 45 |
|
|
2021
Q2 | $2.52M | Buy |
24,016
+550
| +2% | +$57.6K | 0.49% | 44 |
|
|
2021
Q1 | $2.46M | Buy |
23,466
+5,941
| +34% | +$623K | 0.51% | 40 |
|
|
2020
Q4 | $1.48M | Sell |
17,525
-720
| -4% | -$60.8K | 0.35% | 63 |
|
|
2020
Q3 | $1.31M | Buy |
18,245
+3,632
| +25% | +$262K | 0.37% | 60 |
|
|
2020
Q2 | $1.3M | Sell |
14,613
-5,350
| -27% | -$477K | 0.38% | 58 |
|
|
2020
Q1 | $1.45M | Buy |
19,963
+2,990
| +18% | +$217K | 0.53% | 60 |
|
|
2019
Q4 | $2.05M | Buy |
+16,973
| New | +$2.05M | 0.65% | 44 |
|