Resonant Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.11M | Buy |
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|
2025
Q2 | $5.37M | Buy |
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|
2025
Q1 | $5.99M | Buy |
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|
2024
Q4 | $4.96M | Buy |
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|
2024
Q3 | $4.89M | Sell |
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|
2024
Q2 | $5.24M | Buy |
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|
2024
Q1 | $5.12M | Buy |
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|
2023
Q4 | $4.77M | Sell |
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|
2023
Q3 | $5.67M | Buy |
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|
2023
Q2 | $5.28M | Buy |
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|
2023
Q1 | $5.22M | Sell |
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|
2022
Q4 | $5.88M | Buy |
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|
2022
Q3 | $4.42M | Sell |
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|
2022
Q2 | $4.53M | Sell |
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|
2022
Q1 | $5.2M | Buy |
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|
2021
Q4 | $3.64M | Buy |
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|
2021
Q3 | $2.83M | Buy |
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|
2021
Q2 | $2.52M | Buy |
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|
2021
Q1 | $2.46M | Buy |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.45M | Buy |
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|
2019
Q4 | $2.04M | Buy |
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