Aljian Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Sell |
4,314
-77
| -2% | -$11K | 0.14% | 77 |
|
|
2025
Q1 | $735K | Sell |
4,391
-97
| -2% | -$16.2K | 0.17% | 68 |
|
|
2024
Q4 | $650K | Buy |
4,488
+5
| +0.1% | +$724 | 0.14% | 67 |
|
|
2024
Q3 | $660K | Buy |
4,483
+1,018
| +29% | +$150K | 0.15% | 68 |
|
|
2024
Q2 | $542K | Sell |
3,465
-25
| -0.7% | -$3.91K | 0.18% | 30 |
|
|
2024
Q1 | $551K | Buy |
3,490
+190
| +6% | +$30K | 0.2% | 29 |
|
|
2023
Q4 | $492K | Hold |
3,300
| – | – | 0.2% | 29 |
|
|
2023
Q3 | $556K | Buy |
3,300
+300
| +10% | +$50.6K | 0.26% | 27 |
|
|
2023
Q2 | $472K | Hold |
3,000
| – | – | 0.21% | 30 |
|
|
2023
Q1 | $489K | Hold |
3,000
| – | – | 0.25% | 30 |
|
|
2022
Q4 | $538K | Hold |
3,000
| – | – | 0.31% | 31 |
|
|
2022
Q3 | $432K | Hold |
3,000
| – | – | 0.24% | 33 |
|
|
2022
Q2 | $432K | Hold |
3,000
| – | – | 0.24% | 35 |
|
|
2022
Q1 | $491K | Sell |
3,000
-50
| -2% | -$8.18K | 0.2% | 37 |
|
|
2021
Q4 | $358K | Sell |
3,050
-300
| -9% | -$35.2K | 0.14% | 51 |
|
|
2021
Q3 | $343K | Sell |
3,350
-50
| -1% | -$5.12K | 0.15% | 47 |
|
|
2021
Q2 | $356K | Sell |
3,400
-50
| -1% | -$5.24K | 0.15% | 46 |
|
|
2021
Q1 | $382K | Sell |
3,450
-100
| -3% | -$11.1K | 0.18% | 45 |
|
|
2020
Q4 | $300K | Sell |
3,550
-146
| -4% | -$12.3K | 0.15% | 44 |
|
|
2020
Q3 | $265K | Buy |
+3,696
| New | +$265K | 0.15% | 42 |
|
|
2020
Q1 | – | Sell |
-1,950
| Closed | -$259K | – | 45 |
|
|
2019
Q4 | $259K | Hold |
1,950
| – | – | 0.19% | 44 |
|
|
2019
Q3 | $231K | Hold |
1,950
| – | – | 0.19% | 46 |
|
|
2019
Q2 | $243K | Hold |
1,950
| – | – | 0.2% | 50 |
|
|
2019
Q1 | $240K | Hold |
1,950
| – | – | 0.2% | 50 |
|
|
2018
Q4 | $212K | Buy |
+1,950
| New | +$212K | 0.21% | 50 |
|