AIFAIM
American Institute for Advanced Investment Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Sell |
4,186
-1,740
| -29% | -$249K | 0.42% | 66 |
|
|
2025
Q1 | $991K | Sell |
5,926
-140
| -2% | -$23.4K | 0.76% | 38 |
|
|
2024
Q4 | $879K | Sell |
6,066
-315
| -5% | -$45.6K | 0.66% | 48 |
|
|
2024
Q3 | $940K | Sell |
6,381
-100
| -2% | -$14.7K | 0.67% | 47 |
|
|
2024
Q2 | $1.01M | Sell |
6,481
-170
| -3% | -$26.6K | 0.78% | 41 |
|
|
2024
Q1 | $1.05M | Buy |
6,651
+145
| +2% | +$22.9K | 0.83% | 37 |
|
|
2023
Q4 | $970K | Sell |
6,506
-302
| -4% | -$45K | 0.86% | 32 |
|
|
2023
Q3 | $1.13M | Buy |
6,808
+19
| +0.3% | +$3.14K | 1.04% | 27 |
|
|
2023
Q2 | $1.07M | Buy |
6,789
+860
| +15% | +$135K | 0.93% | 30 |
|
|
2023
Q1 | $934K | Sell |
5,929
-1,175
| -17% | -$185K | 1% | 30 |
|
|
2022
Q4 | $1.28M | Buy |
7,104
+105
| +2% | +$18.8K | 1.17% | 26 |
|
|
2022
Q3 | $1.01M | Sell |
6,999
-75
| -1% | -$10.8K | 0.94% | 36 |
|
|
2022
Q2 | $1.02M | Buy |
7,074
+145
| +2% | +$21K | 0.9% | 36 |
|
|
2022
Q1 | $1.13M | Buy |
6,929
+1,485
| +27% | +$242K | 0.82% | 39 |
|
|
2021
Q4 | $639K | Buy |
5,444
+2,825
| +108% | +$332K | 0.43% | 61 |
|
|
2021
Q3 | $266K | Sell |
2,619
-1,813
| -41% | -$184K | 0.19% | 102 |
|
|
2021
Q2 | $464K | Buy |
4,432
+2,013
| +83% | +$211K | 0.33% | 69 |
|
|
2021
Q1 | $253K | Hold |
2,419
| – | – | 0.19% | 98 |
|
|
2020
Q4 | $204K | Sell |
2,419
-492
| -17% | -$41.5K | 0.16% | 101 |
|
|
2020
Q3 | $210K | Sell |
2,911
-975
| -25% | -$70.3K | 0.19% | 89 |
|
|
2020
Q2 | $347K | Hold |
3,886
| – | – | 0.33% | 65 |
|
|
2020
Q1 | $282K | Buy |
3,886
+145
| +4% | +$10.5K | 0.31% | 71 |
|
|
2019
Q4 | $451K | Buy |
+3,741
| New | +$451K | 0.44% | 58 |
|