AIMZ Investment 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 | $255K | Hold |
1,783
| – | – | 0.09% | 112 |
|
|
2025
Q1 | $298K | Buy |
1,783
+72
| +4% | +$12K | 0.1% | 108 |
|
|
2024
Q4 | $248K | Hold |
1,711
| – | – | 0.09% | 110 |
|
|
2024
Q3 | $252K | Buy |
1,711
+327
| +24% | +$48.2K | 0.09% | 111 |
|
|
2024
Q2 | $217K | Sell |
1,384
-182
| -12% | -$28.5K | 0.08% | 111 |
|
|
2024
Q1 | $247K | Hold |
1,566
| – | – | 0.09% | 110 |
|
|
2023
Q4 | $234K | Hold |
1,566
| – | – | 0.09% | 108 |
|
|
2023
Q3 | $264K | Hold |
1,566
| – | – | 0.12% | 98 |
|
|
2023
Q2 | $246K | Sell |
1,566
-27
| -2% | -$4.25K | 0.11% | 104 |
|
|
2023
Q1 | $260K | Sell |
1,593
-165
| -9% | -$26.9K | 0.12% | 98 |
|
|
2022
Q4 | $316K | Sell |
1,758
-53
| -3% | -$9.53K | 0.15% | 91 |
|
|
2022
Q3 | $260K | Hold |
1,811
| – | – | 0.13% | 94 |
|
|
2022
Q2 | $262K | Sell |
1,811
-27
| -1% | -$3.91K | 0.13% | 96 |
|
|
2022
Q1 | $299K | Hold |
1,838
| – | – | 0.12% | 99 |
|
|
2021
Q4 | $216K | Buy |
+1,838
| New | +$216K | 0.08% | 110 |
|
|
2020
Q1 | – | Sell |
-1,866
| Closed | -$225K | – | 92 |
|
|
2019
Q4 | $225K | Sell |
1,866
-200
| -10% | -$24.1K | 0.15% | 90 |
|
|
2019
Q3 | $245K | Sell |
2,066
-30
| -1% | -$3.56K | 0.17% | 87 |
|
|
2019
Q2 | $261K | Sell |
2,096
-100
| -5% | -$12.5K | 0.18% | 84 |
|
|
2019
Q1 | $271K | Hold |
2,196
| – | – | 0.19% | 84 |
|
|
2018
Q4 | $239K | Sell |
2,196
-628
| -22% | -$68.3K | 0.18% | 83 |
|
|
2018
Q3 | $345K | Hold |
2,824
| – | – | 0.22% | 81 |
|
|
2018
Q2 | $357K | Sell |
2,824
-100
| -3% | -$12.6K | 0.25% | 79 |
|
|
2018
Q1 | $334K | Sell |
2,924
-300
| -9% | -$34.3K | 0.24% | 82 |
|
|
2017
Q4 | $404K | Hold |
3,224
| – | – | 0.3% | 74 |
|
|
2017
Q3 | $379K | Sell |
3,224
-99
| -3% | -$11.6K | 0.31% | 76 |
|
|
2017
Q2 | $347K | Sell |
3,323
-100
| -3% | -$10.4K | 0.29% | 79 |
|
|
2017
Q1 | $368K | Hold |
3,423
| – | – | 0.31% | 77 |
|
|
2016
Q4 | $403K | Sell |
3,423
-307
| -8% | -$36.1K | 0.36% | 74 |
|
|
2016
Q3 | $384K | Hold |
3,730
| – | – | 0.34% | 74 |
|
|
2016
Q2 | $391K | Sell |
3,730
-4,030
| -52% | -$422K | 0.36% | 74 |
|
|
2016
Q1 | $779K | Buy |
7,760
+3,830
| +97% | +$384K | 0.34% | 75 |
|
|
2015
Q4 | $354K | Sell |
3,930
-100
| -2% | -$9.01K | 0.32% | 79 |
|
|
2015
Q3 | $318K | Hold |
4,030
| – | – | 0.29% | 81 |
|
|
2015
Q2 | $389K | Hold |
4,030
| – | – | 0.34% | 75 |
|
|
2015
Q1 | $423K | Buy |
4,030
+137
| +4% | +$14.4K | 0.36% | 69 |
|
|
2014
Q4 | $437K | Buy |
+3,893
| New | +$437K | 0.39% | 69 |
|