American Institute for Advanced Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
|
|||||
|
2025
Q1 | $991K | Sell |
|
|||||
|
2024
Q4 | $879K | Sell |
|
|||||
|
2024
Q3 | $940K | Sell |
|
|||||
|
2024
Q2 | $1.01M | Sell |
|
|||||
|
2024
Q1 | $1.05M | Buy |
|
|||||
|
2023
Q4 | $970K | Sell |
|
|||||
|
2023
Q3 | $1.13M | Buy |
|
|||||
|
2023
Q2 | $1.07M | Buy |
|
|||||
|
2023
Q1 | $934K | Sell |
|
|||||
|
2022
Q4 | $1.28M | Buy |
|
|||||
|
2022
Q3 | $1.01M | Sell |
|
|||||
|
2022
Q2 | $1.02M | Buy |
|
|||||
|
2022
Q1 | $1.13M | Buy |
|
|||||
|
2021
Q4 | $639K | Buy |
|
|||||
|
2021
Q3 | $266K | Sell |
|
|||||
|
2021
Q2 | $464K | Buy |
|
|||||
|
2021
Q1 | $253K | Hold |
|
|||||
|
2020
Q4 | $204K | Sell |
|
|||||
|
2020
Q3 | $210K | Sell |
|
|||||
|
2020
Q2 | $347K | Hold |
|
|||||
|
2020
Q1 | $282K | Buy |
|
|||||
|
2019
Q4 | $451K | Buy |
|