Allen Capital 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 | $6.53M | Buy |
45,575
+4,944
| +12% | +$708K | 0.67% | 35 |
|
2025
Q1 | $6.8M | Buy |
40,631
+11,217
| +38% | +$1.88M | 0.77% | 32 |
|
2024
Q4 | $4.26M | Buy |
29,414
+2,701
| +10% | +$391K | 0.51% | 47 |
|
2024
Q3 | $3.93M | Buy |
26,713
+1,559
| +6% | +$230K | 0.49% | 48 |
|
2024
Q2 | $3.93M | Sell |
25,154
-87
| -0.3% | -$13.6K | 0.54% | 42 |
|
2024
Q1 | $3.98M | Buy |
25,241
+403
| +2% | +$63.6K | 0.56% | 42 |
|
2023
Q4 | $3.7M | Buy |
24,838
+3,063
| +14% | +$457K | 0.59% | 38 |
|
2023
Q3 | $3.63M | Buy |
21,775
+297
| +1% | +$49.5K | 0.64% | 34 |
|
2023
Q2 | $3.38M | Buy |
21,478
+1,110
| +5% | +$175K | 0.58% | 39 |
|
2023
Q1 | $3.32M | Buy |
20,368
+17,210
| +545% | +$2.81M | 0.6% | 37 |
|
2022
Q4 | $567K | Sell |
3,158
-13,343
| -81% | -$2.4M | 0.56% | 26 |
|
2022
Q3 | $2.37M | Buy |
16,501
+5,050
| +44% | +$726K | 0.54% | 38 |
|
2022
Q2 | $1.66M | Sell |
11,451
-284
| -2% | -$41.1K | 0.34% | 61 |
|
2022
Q1 | $1.91M | Sell |
11,735
-1,087
| -8% | -$177K | 0.36% | 59 |
|
2021
Q4 | $1.51M | Sell |
12,822
-3,060
| -19% | -$359K | 0.24% | 63 |
|
2021
Q3 | $1.61M | Sell |
15,882
-1,624
| -9% | -$165K | 0.32% | 63 |
|
2021
Q2 | $1.83M | Buy |
17,506
+573
| +3% | +$60K | 0.37% | 58 |
|
2021
Q1 | $1.77M | Sell |
16,933
-294
| -2% | -$30.8K | 0.39% | 54 |
|
2020
Q4 | $1.46M | Buy |
17,227
+4,903
| +40% | +$414K | 0.35% | 55 |
|
2020
Q3 | $905K | Sell |
12,324
-6,494
| -35% | -$477K | 0.23% | 72 |
|
2020
Q2 | $1.68M | Buy |
18,818
+3,555
| +23% | +$317K | 0.45% | 43 |
|
2020
Q1 | $1.11M | Sell |
15,263
-3,747
| -20% | -$272K | 0.34% | 51 |
|
2019
Q4 | $2.29M | Buy |
19,010
+1,157
| +6% | +$139K | 0.61% | 39 |
|
2019
Q3 | $2.02M | Buy |
17,853
+1,533
| +9% | +$173K | 0.62% | 38 |
|
2019
Q2 | $2.03M | Buy |
16,320
+7,886
| +94% | +$981K | 0.66% | 37 |
|
2019
Q1 | $1.04M | Buy |
8,434
+6
| +0.1% | +$739 | 0.34% | 60 |
|
2018
Q4 | $964K | Buy |
8,428
+1,227
| +17% | +$140K | 0.34% | 59 |
|
2018
Q3 | $881K | Buy |
7,201
+201
| +3% | +$24.6K | 0.29% | 63 |
|
2018
Q2 | $885K | Buy |
7,000
+1,172
| +20% | +$148K | 0.33% | 54 |
|
2018
Q1 | $665K | Buy |
5,828
+1,520
| +35% | +$173K | 0.26% | 60 |
|
2017
Q4 | $539K | Buy |
+4,308
| New | +$539K | 0.23% | 66 |
|