AFIA
America First Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Sell |
3,398
-240
| -7% | -$34.4K | 0.1% | 34 |
|
|
2025
Q1 | $609K | Hold |
3,638
| – | – | 0.13% | 30 |
|
|
2024
Q4 | $527K | Hold |
3,638
| – | – | 0.12% | 31 |
|
|
2024
Q3 | $536K | Sell |
3,638
-110
| -3% | -$16.2K | 0.12% | 31 |
|
|
2024
Q2 | $586K | Hold |
3,748
| – | – | 0.14% | 30 |
|
|
2024
Q1 | $591K | Hold |
3,748
| – | – | 0.14% | 29 |
|
|
2023
Q4 | $559K | Hold |
3,748
| – | – | 0.15% | 29 |
|
|
2023
Q3 | $632K | Hold |
3,748
| – | – | 0.18% | 30 |
|
|
2023
Q2 | $590K | Hold |
3,748
| – | – | 0.16% | 30 |
|
|
2023
Q1 | $612K | Buy |
3,748
+370
| +11% | +$60.4K | 0.18% | 30 |
|
|
2022
Q4 | $606K | Hold |
3,378
| – | – | 0.18% | 30 |
|
|
2022
Q3 | $485K | Hold |
3,378
| – | – | 0.17% | 28 |
|
|
2022
Q2 | $489K | Hold |
3,378
| – | – | 0.16% | 30 |
|
|
2022
Q1 | $550K | Hold |
3,378
| – | – | 0.16% | 32 |
|
|
2021
Q4 | $396K | Hold |
3,378
| – | – | 0.11% | 36 |
|
|
2021
Q3 | $343K | Sell |
3,378
-7,500
| -69% | -$762K | 0.1% | 38 |
|
|
2021
Q2 | $1.14M | Hold |
10,878
| – | – | 0.33% | 26 |
|
|
2021
Q1 | $1.14M | Hold |
10,878
| – | – | 0.35% | 27 |
|
|
2020
Q4 | $919K | Sell |
10,878
-105
| -1% | -$8.87K | 0.28% | 28 |
|
|
2020
Q3 | $791K | Hold |
10,983
| – | – | 0.25% | 30 |
|
|
2020
Q2 | $980K | Hold |
10,983
| – | – | 0.31% | 28 |
|
|
2020
Q1 | $796K | Buy |
10,983
+6,226
| +131% | +$451K | 0.29% | 28 |
|
|
2019
Q4 | $573K | Hold |
4,757
| – | – | 0.17% | 34 |
|
|
2019
Q3 | $564K | Hold |
4,757
| – | – | 0.17% | 34 |
|
|
2019
Q2 | $592K | Sell |
4,757
-271
| -5% | -$33.7K | 0.18% | 33 |
|
|
2019
Q1 | $619K | Hold |
5,028
| – | – | 0.19% | 33 |
|
|
2018
Q4 | $547K | Hold |
5,028
| – | – | 0.18% | 34 |
|
|
2018
Q3 | $615K | Hold |
5,028
| – | – | 0.19% | 32 |
|
|
2018
Q2 | $636K | Hold |
5,028
| – | – | 0.21% | 31 |
|
|
2018
Q1 | $573K | Hold |
5,028
| – | – | 0.21% | 31 |
|
|
2017
Q4 | $629K | Hold |
5,028
| – | – | 0.22% | 32 |
|
|
2017
Q3 | $591K | Hold |
5,028
| – | – | 0.21% | 33 |
|
|
2017
Q2 | $525K | Hold |
5,028
| – | – | 0.2% | 36 |
|
|
2017
Q1 | $540K | Hold |
5,028
| – | – | 0.2% | 35 |
|
|
2016
Q4 | $592K | Sell |
5,028
-54
| -1% | -$6.36K | 0.24% | 34 |
|
|
2016
Q3 | $523K | Sell |
5,082
-96,555
| -95% | -$9.94M | 0.22% | 36 |
|
|
2016
Q2 | $10.7M | Sell |
101,637
-453
| -0.4% | -$47.5K | 4.45% | 6 |
|
|
2016
Q1 | $9.74M | Buy |
102,090
+1,473
| +1% | +$141K | 4.31% | 10 |
|
|
2015
Q4 | $9.05M | Buy |
100,617
+2,027
| +2% | +$182K | 4.06% | 9 |
|
|
2015
Q3 | $7.78M | Buy |
98,590
+21,683
| +28% | +$1.71M | 3.65% | 15 |
|
|
2015
Q2 | $7.42M | Buy |
76,907
+718
| +0.9% | +$69.3K | 3.25% | 21 |
|
|
2015
Q1 | $8M | Buy |
76,189
+3,360
| +5% | +$353K | 3.44% | 18 |
|
|
2014
Q4 | $8.17M | Buy |
72,829
+3,849
| +6% | +$432K | 3.46% | 18 |
|
|
2014
Q3 | $8.23M | Buy |
68,980
+191
| +0.3% | +$22.8K | 3.7% | 13 |
|
|
2014
Q2 | $8.98M | Buy |
68,789
+1,238
| +2% | +$162K | 4.02% | 10 |
|
|
2014
Q1 | $8.03M | Buy |
67,551
+1,205
| +2% | +$143K | 3.78% | 8 |
|
|
2013
Q4 | $8.29M | Buy |
66,346
+50
| +0.1% | +$6.25K | 3.87% | 9 |
|
|
2013
Q3 | $8.06M | Sell |
66,296
-456
| -0.7% | -$55.4K | 4.03% | 4 |
|
|
2013
Q2 | $7.9M | Buy |
+66,752
| New | +$7.9M | 4.18% | 4 |
|