AM Investment Strategies’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
5,421
+338
| +7% | +$48.4K | 0.18% | 62 |
|
|
2025
Q1 | $850K | Sell |
5,083
-201
| -4% | -$33.6K | 0.21% | 57 |
|
|
2024
Q4 | $765K | Sell |
5,284
-1,149
| -18% | -$166K | 0.19% | 60 |
|
|
2024
Q3 | $247K | Sell |
6,433
-68
| -1% | -$2.61K | 0.06% | 85 |
|
|
2024
Q2 | $1.02M | Buy |
6,501
+55
| +0.9% | +$8.6K | 0.25% | 51 |
|
|
2024
Q1 | $1.02M | Buy |
6,446
+5
| +0.1% | +$789 | 0.26% | 50 |
|
|
2023
Q4 | $961K | Buy |
6,441
+399
| +7% | +$59.5K | 0.27% | 49 |
|
|
2023
Q3 | $1.02M | Buy |
6,042
+2
| +0% | +$337 | 0.33% | 45 |
|
|
2023
Q2 | $950K | Buy |
6,040
+708
| +13% | +$111K | 0.3% | 46 |
|
|
2023
Q1 | $870K | Buy |
5,332
+5
| +0.1% | +$816 | 0.3% | 47 |
|
|
2022
Q4 | $956K | Hold |
5,327
| – | – | 0.34% | 44 |
|
|
2022
Q3 | $765K | Buy |
5,327
+185
| +4% | +$26.6K | 0.28% | 43 |
|
|
2022
Q2 | $744K | Buy |
5,142
+1
| +0% | +$145 | 0.26% | 50 |
|
|
2022
Q1 | $837K | Sell |
5,141
-4,689
| -48% | -$763K | 0.22% | 53 |
|
|
2021
Q4 | $1.15M | Buy |
9,830
+3,142
| +47% | +$369K | 0.28% | 46 |
|
|
2021
Q3 | $679K | Hold |
6,688
| – | – | 0.18% | 63 |
|
|
2021
Q2 | $700K | Buy |
6,688
+368
| +6% | +$38.5K | 0.18% | 63 |
|
|
2021
Q1 | $662K | Buy |
6,320
+1
| +0% | +$105 | 0.18% | 59 |
|
|
2020
Q4 | $534K | Buy |
6,319
+58
| +0.9% | +$4.9K | 0.16% | 60 |
|
|
2020
Q3 | $451K | Buy |
+6,261
| New | +$451K | 0.16% | 61 |
|