Allegheny Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Sell |
6,752
-154
| -2% | -$28.1K | 0.19% | 77 |
|
|
2025
Q4 | $1.05M | Sell |
6,906
-292
| -4% | -$44.5K | 0.16% | 95 |
|
|
2025
Q3 | $1.12M | Sell |
7,198
-27
| -0.4% | -$4.18K | 0.21% | 86 |
|
|
2025
Q2 | $1.03M | Sell |
7,225
-521
| -7% | -$73.4K | 0.23% | 85 |
|
|
2025
Q1 | $1.3M | Buy |
7,746
+468
| +6% | +$73.3K | 0.33% | 57 |
|
|
2024
Q4 | $1.05M | Sell |
7,278
-1,552
| -18% | -$238K | 0.27% | 70 |
|
|
2024
Q3 | $1.3M | Sell |
8,830
-262
| -3% | -$39K | 0.32% | 60 |
|
|
2024
Q2 | $1.42M | Buy |
9,092
+451
| +5% | +$71.9K | 0.41% | 45 |
|
|
2024
Q1 | $1.36M | Sell |
8,641
-353
| -4% | -$53.3K | 0.42% | 41 |
|
|
2023
Q4 | $1.34M | Buy |
8,994
+1,221
| +16% | +$185K | 0.43% | 41 |
|
|
2023
Q3 | $1.31M | Buy |
7,773
+3,703
| +91% | +$598K | 0.49% | 36 |
|
|
2023
Q2 | $640K | Sell |
4,070
-3,619
| -47% | -$580K | 0.3% | 62 |
|
|
2023
Q1 | $1.25M | Buy |
7,689
+33
| +0.4% | +$5.53K | 0.51% | 36 |
|
|
2022
Q4 | $1.37M | Sell |
7,656
-8
| -0.1% | -$1.4K | 0.57% | 33 |
|
|
2022
Q3 | $1.1M | Buy |
7,664
+32
| +0.4% | +$4.88K | 0.52% | 34 |
|
|
2022
Q2 | $1.1M | Buy |
7,632
+933
| +14% | +$154K | 0.52% | 38 |
|
|
2022
Q1 | $1.09M | Sell |
6,699
-74
| -1% | -$10.6K | 0.46% | 43 |
|
|
2021
Q4 | $795K | Buy |
6,773
+38
| +0.6% | +$4.32K | 0.32% | 60 |
|
|
2021
Q3 | $683K | Sell |
6,735
-522
| -7% | -$52.1K | 0.31% | 60 |
|
|
2021
Q2 | $760K | Sell |
7,257
-633
| -8% | -$66.8K | 0.34% | 52 |
|
|
2021
Q1 | $827K | Sell |
7,890
-302
| -4% | -$29.5K | 0.61% | 29 |
|
|
2020
Q4 | $692K | Buy |
+8,192
| New | +$663K | 0.37% | 51 |
|
Other funds holding CVX
VCM
VPM
