American Trust’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
2,546
+821
| +48% | +$118K | 0.03% | 191 |
|
|
2025
Q1 | $289K | Sell |
1,725
-955
| -36% | -$160K | 0.07% | 104 |
|
|
2024
Q4 | $388K | Sell |
2,680
-254
| -9% | -$36.8K | 0.03% | 194 |
|
|
2024
Q3 | $432K | Sell |
2,934
-132
| -4% | -$19.4K | 0.04% | 142 |
|
|
2024
Q2 | $480K | Sell |
3,066
-502
| -14% | -$78.5K | 0.04% | 127 |
|
|
2024
Q1 | $563K | Sell |
3,568
-634
| -15% | -$100K | 0.05% | 134 |
|
|
2023
Q4 | $627K | Buy |
4,202
+1,107
| +36% | +$165K | 0.05% | 123 |
|
|
2023
Q3 | $522K | Sell |
3,095
-1,238
| -29% | -$209K | 0.04% | 150 |
|
|
2023
Q2 | $682K | Buy |
4,333
+1,250
| +41% | +$197K | 0.05% | 175 |
|
|
2023
Q1 | $503K | Buy |
3,083
+131
| +4% | +$21.4K | 0.03% | 211 |
|
|
2022
Q4 | $530K | Buy |
2,952
+437
| +17% | +$78.4K | 0.05% | 203 |
|
|
2022
Q3 | $361K | Sell |
2,515
-60
| -2% | -$8.61K | 0.03% | 264 |
|
|
2022
Q2 | $373K | Sell |
2,575
-430
| -14% | -$62.3K | 0.03% | 271 |
|
|
2022
Q1 | $490K | Buy |
+3,005
| New | +$490K | 0.03% | 249 |
|