Advanced Asset Management 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
Q4 | $7.12M | Hold |
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|
2025
Q3 | $7.25M | Hold |
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|
2025
Q2 | $6.69M | Hold |
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|
2025
Q1 | $7.81M | Hold |
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|
2024
Q4 | $6.77M | Sell |
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|
2024
Q3 | $7.32M | Hold |
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|
2024
Q2 | $7.32M | Hold |
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|
2024
Q1 | $7.39M | Hold |
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|
2023
Q4 | $6.98M | Buy |
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|
2023
Q3 | $7.9M | Hold |
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|
2023
Q2 | $7.37M | Sell |
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|
2023
Q1 | $7.65M | Buy |
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|
2022
Q4 | $8.42M | Hold |
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|
2022
Q3 | $6.74M | Buy |
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|
2022
Q2 | $6.78M | Hold |
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|
2022
Q1 | $7.62M | Buy |
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|
2021
Q4 | $5.49M | Hold |
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|
2021
Q3 | $4.75M | Sell |
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|
2021
Q2 | $4.91M | Hold |
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|
2021
Q1 | $4.91M | Hold |
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|
2020
Q4 | $3.96M | Hold |
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|
2020
Q3 | $3.38M | Hold |
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|
2020
Q2 | $4.18M | Buy |
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|
2020
Q1 | $2.6M | Buy |
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|
2019
Q4 | $2.15M | Buy |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $1.15M | Buy |
|