American Investment Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.4M | Buy |
51,679
+7,896
| +18% | +$1.13M | 1.89% | 14 |
|
|
2025
Q1 | $7.32M | Buy |
43,783
+8,151
| +23% | +$1.36M | 1.29% | 22 |
|
|
2024
Q4 | $5.16M | Buy |
35,632
+11,222
| +46% | +$1.63M | 0.91% | 33 |
|
|
2024
Q3 | $3.59M | Buy |
24,410
+8,113
| +50% | +$1.19M | 0.6% | 41 |
|
|
2024
Q2 | $2.55M | Buy |
16,297
+9,424
| +137% | +$1.47M | 0.45% | 49 |
|
|
2024
Q1 | $1.08M | Buy |
6,873
+2,924
| +74% | +$461K | 0.19% | 74 |
|
|
2023
Q4 | $589K | Sell |
3,949
-413
| -9% | -$61.6K | 0.11% | 96 |
|
|
2023
Q3 | $736K | Sell |
4,362
-10,229
| -70% | -$1.72M | 0.16% | 79 |
|
|
2023
Q2 | $2.3M | Sell |
14,591
-52,612
| -78% | -$8.28M | 0.47% | 48 |
|
|
2023
Q1 | $12.1M | Hold |
67,203
| – | – | 2.48% | 9 |
|
|
2022
Q4 | $12.1M | Sell |
67,203
-16,220
| -19% | -$2.91M | 2.48% | 9 |
|
|
2022
Q3 | $12M | Sell |
83,423
-24,020
| -22% | -$3.45M | 2.85% | 8 |
|
|
2022
Q2 | $15.6M | Sell |
107,443
-22,745
| -17% | -$3.29M | 3.54% | 8 |
|
|
2022
Q1 | $21.2M | Sell |
130,188
-15,008
| -10% | -$2.44M | 4.66% | 4 |
|
|
2021
Q4 | $17M | Buy |
145,196
+7,592
| +6% | +$891K | 3.73% | 5 |
|
|
2021
Q3 | $14M | Buy |
137,604
+14,001
| +11% | +$1.42M | 3.13% | 8 |
|
|
2021
Q2 | $12.9M | Buy |
123,603
+15,610
| +14% | +$1.63M | 2.98% | 8 |
|
|
2021
Q1 | $11.3M | Buy |
107,993
+17,572
| +19% | +$1.84M | 3.06% | 9 |
|
|
2020
Q4 | $7.64M | Buy |
90,421
+2,809
| +3% | +$237K | 2.32% | 14 |
|
|
2020
Q3 | $6.31M | Buy |
87,612
+2,951
| +3% | +$212K | 2.12% | 14 |
|
|
2020
Q2 | $7.55M | Sell |
84,661
-1,354
| -2% | -$121K | 2.66% | 10 |
|
|
2020
Q1 | $6.23M | Sell |
86,015
-5,365
| -6% | -$389K | 2.39% | 10 |
|
|
2019
Q4 | $11M | Buy |
91,380
+5,581
| +7% | +$673K | 3.33% | 8 |
|
|
2019
Q3 | $10.2M | Sell |
85,799
-21,836
| -20% | -$2.59M | 3.2% | 8 |
|
|
2019
Q2 | $13.4M | Sell |
107,635
-22,110
| -17% | -$2.75M | 4.25% | 8 |
|
|
2019
Q1 | $16M | Buy |
129,745
+6,206
| +5% | +$764K | 5.08% | 6 |
|
|
2018
Q4 | $13.4M | Sell |
123,539
-4,766
| -4% | -$519K | 4.79% | 6 |
|
|
2018
Q3 | $15.7M | Sell |
128,305
-9,685
| -7% | -$1.18M | 5.29% | 6 |
|
|
2018
Q2 | $17.4M | Sell |
137,990
-35,667
| -21% | -$4.51M | 6.03% | 5 |
|
|
2018
Q1 | $19.8M | Sell |
173,657
-18,435
| -10% | -$2.1M | 7% | 4 |
|
|
2017
Q4 | $24M | Sell |
192,092
-15,586
| -8% | -$1.95M | 8.79% | 3 |
|
|
2017
Q3 | $24.4M | Sell |
207,678
-8,493
| -4% | -$998K | 9.34% | 2 |
|
|
2017
Q2 | $22.6M | Buy |
216,171
+5,952
| +3% | +$621K | 8.94% | 2 |
|
|
2017
Q1 | $22.6M | Buy |
210,219
+5,476
| +3% | +$588K | 9.18% | 2 |
|
|
2016
Q4 | $24M | Buy |
204,743
+949
| +0.5% | +$111K | 10.03% | 2 |
|
|
2016
Q3 | $21M | Buy |
203,794
+9,119
| +5% | +$939K | 8.72% | 3 |
|
|
2016
Q2 | $20.4M | Buy |
194,675
+10,893
| +6% | +$1.14M | 8.83% | 3 |
|
|
2016
Q1 | $17.5M | Buy |
183,782
+28,299
| +18% | +$2.7M | 8.59% | 3 |
|
|
2015
Q4 | $14M | Buy |
155,483
+12,334
| +9% | +$1.11M | 7.61% | 4 |
|
|
2015
Q3 | $11.3M | Buy |
143,149
+29,209
| +26% | +$2.3M | 6.29% | 5 |
|
|
2015
Q2 | $11M | Buy |
113,940
+25,983
| +30% | +$2.51M | 5.87% | 5 |
|
|
2015
Q1 | $9.23M | Buy |
87,957
+38,117
| +76% | +$4M | 5.01% | 5 |
|
|
2014
Q4 | $5.59M | Buy |
49,840
+22,576
| +83% | +$2.53M | 3.05% | 10 |
|
|
2014
Q3 | $3.25M | Buy |
27,264
+9,898
| +57% | +$1.18M | 1.8% | 12 |
|
|
2014
Q2 | $2.27M | Buy |
17,366
+7,917
| +84% | +$1.03M | 1.24% | 12 |
|
|
2014
Q1 | $1.12M | Buy |
+9,449
| New | +$1.12M | 0.65% | 25 |
|