AIA
Allied Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
83,112
+3,732
| +5% | +$534K | 2.08% | 20 |
|
|
2025
Q1 | $13.3M | Buy |
79,380
+3,273
| +4% | +$548K | 2.52% | 11 |
|
|
2024
Q4 | $11M | Buy |
76,107
+1,571
| +2% | +$228K | 2.22% | 19 |
|
|
2024
Q3 | $11M | Buy |
74,536
+1,702
| +2% | +$251K | 2.17% | 19 |
|
|
2024
Q2 | $11.4M | Buy |
72,834
+1,369
| +2% | +$214K | 2.67% | 13 |
|
|
2024
Q1 | $11.3M | Buy |
71,465
+2,958
| +4% | +$467K | 2.72% | 13 |
|
|
2023
Q4 | $10.2M | Buy |
68,507
+937
| +1% | +$140K | 2.78% | 9 |
|
|
2023
Q3 | $11.4M | Buy |
67,570
+286
| +0.4% | +$48.2K | 3.41% | 7 |
|
|
2023
Q2 | $10.6M | Buy |
67,284
+721
| +1% | +$113K | 3.07% | 8 |
|
|
2023
Q1 | $10.9M | Sell |
66,563
-944
| -1% | -$154K | 3.37% | 5 |
|
|
2022
Q4 | $12.1M | Sell |
67,507
-1,974
| -3% | -$354K | 3.79% | 3 |
|
|
2022
Q3 | $9.98M | Buy |
69,481
+159
| +0.2% | +$22.8K | 3.72% | 5 |
|
|
2022
Q2 | $10M | Sell |
69,322
-1,655
| -2% | -$240K | 3.6% | 5 |
|
|
2022
Q1 | $11.6M | Buy |
70,977
+484
| +0.7% | +$78.8K | 3.77% | 4 |
|
|
2021
Q4 | $8.27M | Buy |
70,493
+1,268
| +2% | +$149K | 2.83% | 9 |
|
|
2021
Q3 | $7.02M | Buy |
69,225
+1,424
| +2% | +$144K | 2.66% | 13 |
|
|
2021
Q2 | $7.1M | Buy |
67,801
+2,002
| +3% | +$210K | 2.67% | 14 |
|
|
2021
Q1 | $6.9M | Buy |
65,799
+6,508
| +11% | +$682K | 2.95% | 11 |
|
|
2020
Q4 | $5.01M | Sell |
59,291
-2,799
| -5% | -$236K | 2.41% | 20 |
|
|
2020
Q3 | $4.47M | Buy |
62,090
+107
| +0.2% | +$7.7K | 2.4% | 21 |
|
|
2020
Q2 | $5.53M | Buy |
61,983
+11,021
| +22% | +$983K | 3.19% | 6 |
|
|
2020
Q1 | $3.69M | Buy |
50,962
+39,215
| +334% | +$2.84M | 2.67% | 16 |
|
|
2019
Q4 | $1.42M | Sell |
11,747
-755
| -6% | -$91K | 0.84% | 30 |
|
|
2019
Q3 | $1.48M | Sell |
12,502
-264
| -2% | -$31.3K | 0.96% | 30 |
|
|
2019
Q2 | $1.59M | Buy |
12,766
+4,165
| +48% | +$518K | 1.07% | 29 |
|
|
2019
Q1 | $1.06M | Sell |
8,601
-82
| -0.9% | -$10.1K | 0.73% | 30 |
|
|
2018
Q4 | $945K | Buy |
8,683
+22
| +0.3% | +$2.39K | 0.78% | 28 |
|
|
2018
Q3 | $1.06M | Sell |
8,661
-555
| -6% | -$67.9K | 0.79% | 28 |
|
|
2018
Q2 | $1.17M | Buy |
9,216
+105
| +1% | +$13.3K | 0.95% | 27 |
|
|
2018
Q1 | $1.04M | Sell |
9,111
-80
| -0.9% | -$9.12K | 0.86% | 30 |
|
|
2017
Q4 | $1.15M | Buy |
+9,191
| New | +$1.15M | 0.97% | 25 |
|