Alliance Wealth Management 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 | $344K | Hold |
2,400
| – | – | 0.09% | 67 |
|
|
2025
Q1 | $401K | Hold |
2,400
| – | – | 0.11% | 64 |
|
|
2024
Q4 | $348K | Sell |
2,400
-30
| -1% | -$4.35K | 0.09% | 68 |
|
|
2024
Q3 | $358K | Hold |
2,430
| – | – | 0.1% | 64 |
|
|
2024
Q2 | $380K | Hold |
2,430
| – | – | 0.11% | 61 |
|
|
2024
Q1 | $383K | Sell |
2,430
-126
| -5% | -$19.9K | 0.11% | 61 |
|
|
2023
Q4 | $381K | Buy |
+2,556
| New | +$381K | 0.12% | 59 |
|
|
2023
Q2 | $401K | Buy |
2,549
+23
| +0.9% | +$3.62K | 0.13% | 55 |
|
|
2023
Q1 | $412K | Hold |
2,526
| – | – | 0.14% | 55 |
|
|
2022
Q4 | $453K | Buy |
2,526
+76
| +3% | +$13.6K | 0.17% | 52 |
|
|
2022
Q3 | $352K | Hold |
2,450
| – | – | 0.14% | 53 |
|
|
2022
Q2 | $355K | Hold |
2,450
| – | – | 0.13% | 52 |
|
|
2022
Q1 | $399K | Hold |
2,450
| – | – | 0.13% | 54 |
|
|
2021
Q4 | $288K | Hold |
2,450
| – | – | 0.09% | 61 |
|
|
2021
Q3 | $249K | Hold |
2,450
| – | – | 0.08% | 64 |
|
|
2021
Q2 | $257K | Buy |
2,450
+24
| +1% | +$2.52K | 0.09% | 61 |
|
|
2021
Q1 | $254K | Sell |
2,426
-23
| -0.9% | -$2.41K | 0.1% | 57 |
|
|
2020
Q4 | $207K | Buy |
+2,449
| New | +$207K | 0.08% | 64 |
|
|
2018
Q2 | – | Sell |
-2,618
| Closed | -$299K | – | 63 |
|
|
2018
Q1 | $299K | Hold |
2,618
| – | – | 0.14% | 59 |
|
|
2017
Q4 | $328K | Sell |
2,618
-2,618
| -50% | -$328K | 0.16% | 56 |
|
|
2017
Q3 | $614K | Buy |
5,236
+2,618
| +100% | +$307K | 0.16% | 52 |
|
|
2017
Q2 | $273K | Sell |
2,618
-69
| -3% | -$7.2K | 0.15% | 53 |
|
|
2017
Q1 | $285K | Buy |
2,687
+47
| +2% | +$4.99K | 0.16% | 56 |
|
|
2016
Q4 | $310K | Hold |
2,640
| – | – | 0.23% | 29 |
|
|
2016
Q3 | $272K | Hold |
2,640
| – | – | 0.19% | 23 |
|
|
2016
Q2 | $276K | Buy |
+2,640
| New | +$276K | 0.19% | 22 |
|