American Money Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $352K | Buy |
2,459
+219
| +10% | +$31.4K | 0.06% | 113 |
|
2025
Q1 | $375K | Sell |
2,240
-366
| -14% | -$61.2K | 0.07% | 103 |
|
2024
Q4 | $377K | Sell |
2,606
-1,023
| -28% | -$148K | 0.07% | 111 |
|
2024
Q3 | $534K | Buy |
3,629
+2,350
| +184% | +$346K | 0.11% | 93 |
|
2024
Q2 | $200K | Hold |
1,279
| – | – | 0.04% | 133 |
|
2024
Q1 | $202K | Buy |
+1,279
| New | +$202K | 0.04% | 137 |
|
2023
Q4 | – | Sell |
-1,589
| Closed | -$268K | – | 136 |
|
2023
Q3 | $268K | Buy |
1,589
+127
| +9% | +$21.4K | 0.07% | 117 |
|
2023
Q2 | $230K | Sell |
1,462
-15
| -1% | -$2.36K | 0.06% | 129 |
|
2023
Q1 | $241K | Buy |
1,477
+183
| +14% | +$29.9K | 0.06% | 125 |
|
2022
Q4 | $232K | Buy |
+1,294
| New | +$232K | 0.07% | 121 |
|
2022
Q2 | – | Sell |
-1,513
| Closed | -$246K | – | 136 |
|
2022
Q1 | $246K | Buy |
+1,513
| New | +$246K | 0.07% | 131 |
|
2016
Q4 | – | Sell |
-2,058
| Closed | -$212K | – | 72 |
|
2016
Q3 | $212K | Buy |
2,058
+126
| +7% | +$13K | 0.17% | 66 |
|
2016
Q2 | $203K | Buy |
+1,932
| New | +$203K | 0.17% | 68 |
|
2015
Q2 | – | Sell |
-14,374
| Closed | -$1.51M | – | 90 |
|
2015
Q1 | $1.51M | Sell |
14,374
-23
| -0.2% | -$2.41K | 1.32% | 35 |
|
2014
Q4 | $1.62M | Buy |
14,397
+143
| +1% | +$16K | 1.39% | 36 |
|
2014
Q3 | $1.7M | Sell |
14,254
-88
| -0.6% | -$10.5K | 1.44% | 31 |
|
2014
Q2 | $1.87M | Sell |
14,342
-449
| -3% | -$58.6K | 1.53% | 24 |
|
2014
Q1 | $1.76M | Buy |
14,791
+323
| +2% | +$38.4K | 1.5% | 28 |
|
2013
Q4 | $1.81M | Buy |
+14,468
| New | +$1.81M | 1.56% | 26 |
|