AAMA
Advanced Asset Management Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.69M | Hold |
46,715
| – | – | 1.81% | 23 |
|
|
2025
Q1 | $7.81M | Hold |
46,715
| – | – | 2.15% | 20 |
|
|
2024
Q4 | $6.77M | Sell |
46,715
-111
| -0.2% | -$16.1K | 1.77% | 20 |
|
|
2024
Q3 | $7.32M | Hold |
46,826
| – | – | 1.96% | 19 |
|
|
2024
Q2 | $7.32M | Hold |
46,826
| – | – | 1.95% | 19 |
|
|
2024
Q1 | $7.39M | Hold |
46,826
| – | – | 1.83% | 20 |
|
|
2023
Q4 | $6.98M | Buy |
46,826
+2
| +0% | +$298 | 1.66% | 22 |
|
|
2023
Q3 | $7.9M | Hold |
46,824
| – | – | 1.89% | 17 |
|
|
2023
Q2 | $7.37M | Sell |
46,824
-63
| -0.1% | -$9.91K | 1.71% | 19 |
|
|
2023
Q1 | $7.65M | Buy |
46,887
+1
| +0% | +$163 | 1.86% | 16 |
|
|
2022
Q4 | $8.42M | Hold |
46,886
| – | – | 2.11% | 13 |
|
|
2022
Q3 | $6.74M | Buy |
46,886
+62
| +0.1% | +$8.91K | 1.84% | 18 |
|
|
2022
Q2 | $6.78M | Hold |
46,824
| – | – | 1.74% | 21 |
|
|
2022
Q1 | $7.62M | Buy |
46,824
+4
| +0% | +$651 | 1.67% | 23 |
|
|
2021
Q4 | $5.49M | Hold |
46,820
| – | – | 1.14% | 31 |
|
|
2021
Q3 | $4.75M | Sell |
46,820
-55
| -0.1% | -$5.58K | 1.02% | 33 |
|
|
2021
Q2 | $4.91M | Hold |
46,875
| – | – | 1.04% | 32 |
|
|
2021
Q1 | $4.91M | Hold |
46,875
| – | – | 1.09% | 32 |
|
|
2020
Q4 | $3.96M | Hold |
46,875
| – | – | 0.92% | 38 |
|
|
2020
Q3 | $3.38M | Hold |
46,875
| – | – | 0.9% | 42 |
|
|
2020
Q2 | $4.18M | Buy |
46,875
+11,000
| +31% | +$982K | 1.23% | 29 |
|
|
2020
Q1 | $2.6M | Buy |
35,875
+18,000
| +101% | +$1.3M | 0.9% | 37 |
|
|
2019
Q4 | $2.15M | Buy |
17,875
+8,500
| +91% | +$1.02M | 0.65% | 50 |
|
|
2019
Q3 | $1.11M | Buy |
9,375
+100
| +1% | +$11.9K | 0.36% | 66 |
|
|
2019
Q2 | $1.15M | Buy |
+9,275
| New | +$1.15M | 0.4% | 63 |
|