Allen Mooney & Barnes Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
17,888
-1,577
| -8% | -$226K | 0.42% | 47 |
|
|
2025
Q1 | $3.26M | Sell |
19,465
-168
| -0.9% | -$28.1K | 0.53% | 48 |
|
|
2024
Q4 | $2.84M | Buy |
19,633
+1,532
| +8% | +$222K | 0.48% | 46 |
|
|
2024
Q3 | $2.67M | Buy |
18,101
+297
| +2% | +$43.7K | 0.45% | 48 |
|
|
2024
Q2 | $2.78M | Sell |
17,804
-369
| -2% | -$57.7K | 0.5% | 46 |
|
|
2024
Q1 | $2.94M | Sell |
18,173
-125
| -0.7% | -$20.2K | 0.56% | 45 |
|
|
2023
Q4 | $2.73M | Sell |
18,298
-245
| -1% | -$36.5K | 0.52% | 45 |
|
|
2023
Q3 | $3.13M | Buy |
18,543
+489
| +3% | +$82.5K | 0.67% | 40 |
|
|
2023
Q2 | $2.84M | Buy |
18,054
+2,236
| +14% | +$352K | 0.63% | 40 |
|
|
2023
Q1 | $2.58M | Sell |
15,818
-883
| -5% | -$144K | 0.62% | 41 |
|
|
2022
Q4 | $3M | Buy |
16,701
+52
| +0.3% | +$9.33K | 0.72% | 40 |
|
|
2022
Q3 | $2.39M | Sell |
16,649
-96
| -0.6% | -$13.8K | 0.64% | 42 |
|
|
2022
Q2 | $2.42M | Sell |
16,745
-97
| -0.6% | -$14K | 0.62% | 47 |
|
|
2022
Q1 | $2.74M | Buy |
+16,842
| New | +$2.74M | 0.61% | 46 |
|