AAFMAA Wealth Management & Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,676
| Closed | -$1.84M | – | 79 |
|
|
2024
Q4 | $1.84M | Sell |
12,676
-246
| -2% | -$35.6K | 0.8% | 36 |
|
|
2024
Q3 | $1.9M | Buy |
12,922
+1,413
| +12% | +$208K | 0.84% | 38 |
|
|
2024
Q2 | $1.8M | Buy |
11,509
+853
| +8% | +$133K | 0.89% | 40 |
|
|
2024
Q1 | $1.68M | Buy |
10,656
+932
| +10% | +$147K | 0.92% | 37 |
|
|
2023
Q4 | $1.45M | Buy |
9,724
+7,770
| +398% | +$1.16M | 0.82% | 35 |
|
|
2023
Q3 | $329K | Sell |
1,954
-121
| -6% | -$20.4K | 0.31% | 44 |
|
|
2023
Q2 | $327K | Sell |
2,075
-14
| -0.7% | -$2.2K | 0.27% | 48 |
|
|
2023
Q1 | $341K | Buy |
2,089
+58
| +3% | +$9.46K | 0.27% | 46 |
|
|
2022
Q4 | $365K | Sell |
2,031
-91
| -4% | -$16.3K | 0.33% | 46 |
|
|
2022
Q3 | $305K | Buy |
+2,122
| New | +$305K | 0.22% | 60 |
|
|
2022
Q2 | – | Sell |
-12,376
| Closed | -$2.02M | – | 54 |
|
|
2022
Q1 | $2.02M | Sell |
12,376
-313
| -2% | -$51K | 0.93% | 40 |
|
|
2021
Q4 | $1.49M | Sell |
12,689
-3,174
| -20% | -$372K | 0.65% | 39 |
|
|
2021
Q3 | $1.61M | Buy |
15,863
+1,382
| +10% | +$140K | 0.76% | 41 |
|
|
2021
Q2 | $1.52M | Sell |
14,481
-17,262
| -54% | -$1.81M | 0.7% | 41 |
|
|
2021
Q1 | $3.33M | Sell |
31,743
-24,794
| -44% | -$2.6M | 1.6% | 28 |
|
|
2020
Q4 | $4.77M | Buy |
+56,537
| New | +$4.77M | 2.31% | 18 |
|