Allegheny Financial Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
7,225
-521
-7% -$74.6K 0.23% 85
2025
Q1
$1.3M Buy
7,746
+468
+6% +$78.3K 0.33% 57
2024
Q4
$1.05M Sell
7,278
-1,552
-18% -$225K 0.27% 70
2024
Q3
$1.3M Sell
8,830
-262
-3% -$38.6K 0.32% 60
2024
Q2
$1.42M Buy
9,092
+451
+5% +$70.5K 0.41% 45
2024
Q1
$1.36M Sell
8,641
-353
-4% -$55.7K 0.42% 41
2023
Q4
$1.34M Buy
8,994
+1,221
+16% +$182K 0.43% 41
2023
Q3
$1.31M Buy
7,773
+3,703
+91% +$624K 0.49% 36
2023
Q2
$640K Sell
4,070
-3,619
-47% -$569K 0.3% 62
2023
Q1
$1.25M Buy
7,689
+33
+0.4% +$5.38K 0.51% 36
2022
Q4
$1.37M Sell
7,656
-8
-0.1% -$1.44K 0.57% 33
2022
Q3
$1.1M Buy
7,664
+32
+0.4% +$4.6K 0.52% 34
2022
Q2
$1.11M Buy
7,632
+933
+14% +$135K 0.52% 38
2022
Q1
$1.09M Sell
6,699
-74
-1% -$12.1K 0.46% 43
2021
Q4
$795K Buy
6,773
+38
+0.6% +$4.46K 0.32% 60
2021
Q3
$683K Sell
6,735
-522
-7% -$52.9K 0.31% 60
2021
Q2
$760K Sell
7,257
-633
-8% -$66.3K 0.34% 52
2021
Q1
$827K Sell
7,890
-302
-4% -$31.7K 0.61% 29
2020
Q4
$692K Buy
+8,192
New +$692K 0.37% 51