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Albion Financial Group’s Chevron CVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.4M Sell
23,770
-23
-0.1% -$3.29K 0.22% 73
2025
Q1
$3.98M Buy
23,793
+1,680
+8% +$281K 0.28% 72
2024
Q4
$3.2M Buy
22,113
+85
+0.4% +$12.3K 0.22% 74
2024
Q3
$3.24M Buy
22,028
+1,060
+5% +$156K 0.23% 74
2024
Q2
$3.28M Buy
20,968
+793
+4% +$124K 0.25% 68
2024
Q1
$3.18M Buy
20,175
+1,047
+5% +$165K 0.25% 70
2023
Q4
$2.85M Sell
19,128
-728
-4% -$109K 0.24% 69
2023
Q3
$3.35M Buy
19,856
+1,626
+9% +$274K 0.31% 64
2023
Q2
$2.87M Buy
18,230
+1,101
+6% +$173K 0.25% 67
2023
Q1
$2.79M Sell
17,129
-424
-2% -$69.2K 0.26% 68
2022
Q4
$3.15M Buy
17,553
+105
+0.6% +$18.8K 0.3% 64
2022
Q3
$2.51M Sell
17,448
-8
-0% -$1.15K 0.26% 72
2022
Q2
$2.53M Sell
17,456
-139
-0.8% -$20.1K 0.25% 71
2022
Q1
$2.87M Sell
17,595
-2,598
-13% -$423K 0.24% 70
2021
Q4
$2.37M Buy
20,193
+2,262
+13% +$265K 0.19% 80
2021
Q3
$1.82M Buy
17,931
+3,841
+27% +$390K 0.16% 90
2021
Q2
$1.48M Buy
+14,090
New +$1.48M 0.13% 101
2020
Q4
$479K Buy
5,670
+2,874
+103% +$243K 0.05% 143
2020
Q3
$201K Buy
+2,796
New +$201K 0.02% 214