AF 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 | $626K | Hold |
4,370
| – | – | 0.22% | 12 |
|
|
2025
Q1 | $731K | Hold |
4,370
| – | – | 0.14% | 4 |
|
|
2024
Q4 | $633K | Hold |
4,370
| – | – | 0.09% | 7 |
|
|
2024
Q3 | $644K | Hold |
4,370
| – | – | 0.09% | 6 |
|
|
2024
Q2 | $684K | Hold |
4,370
| – | – | 0.13% | 5 |
|
|
2024
Q1 | $689K | Hold |
4,370
| – | – | 0.15% | 5 |
|
|
2023
Q4 | $652K | Hold |
4,370
| – | – | 0.15% | 4 |
|
|
2023
Q3 | $737K | Sell |
4,370
-10
| -0.2% | -$1.69K | 0.23% | 4 |
|
|
2023
Q2 | $689K | Hold |
4,380
| – | – | 0.23% | 4 |
|
|
2023
Q1 | $715K | Buy |
4,380
+10
| +0.2% | +$1.63K | 0.27% | 4 |
|
|
2022
Q4 | $628K | Hold |
4,370
| – | – | 0.4% | 4 |
|
|
2022
Q3 | $628K | Hold |
4,370
| – | – | 0.4% | 4 |
|
|
2022
Q2 | $633K | Buy |
4,370
+100
| +2% | +$14.5K | 0.4% | 4 |
|
|
2022
Q1 | $695K | Sell |
4,270
-100
| -2% | -$16.3K | 0.47% | 4 |
|
|
2021
Q4 | $513K | Hold |
4,370
| – | – | 0.29% | 8 |
|
|
2021
Q3 | $443K | Hold |
4,370
| – | – | 0.28% | 8 |
|
|
2021
Q2 | $458K | Hold |
4,370
| – | – | 0.23% | 8 |
|
|
2021
Q1 | $458K | Sell |
4,370
-2,800
| -39% | -$293K | 0.24% | 3 |
|
|
2020
Q4 | $605K | Hold |
7,170
| – | – | 0.3% | 4 |
|
|
2020
Q3 | $516K | Hold |
7,170
| – | – | 0.31% | 4 |
|
|
2020
Q2 | $640K | Hold |
7,170
| – | – | 0.39% | 3 |
|
|
2020
Q1 | $520K | Hold |
7,170
| – | – | 0.42% | 3 |
|
|
2019
Q4 | $864K | Buy |
+7,170
| New | +$864K | 0.57% | 3 |
|