AMI Asset 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 | $924K | Sell |
6,455
-36
| -0.6% | -$5.16K | 0.05% | 57 |
|
|
2025
Q1 | $1.09M | Sell |
6,491
-125
| -2% | -$20.9K | 0.06% | 61 |
|
|
2024
Q4 | $958K | Buy |
6,616
+1,765
| +36% | +$256K | 0.05% | 73 |
|
|
2024
Q3 | $714K | Sell |
4,851
-1,959
| -29% | -$289K | 0.04% | 78 |
|
|
2024
Q2 | $1.07M | Sell |
6,810
-19
| -0.3% | -$2.97K | 0.06% | 65 |
|
|
2024
Q1 | $1.08M | Buy |
6,829
+173
| +3% | +$27.3K | 0.06% | 71 |
|
|
2023
Q4 | $993K | Buy |
6,656
+1,163
| +21% | +$173K | 0.05% | 71 |
|
|
2023
Q3 | $926K | Buy |
+5,493
| New | +$926K | 0.06% | 73 |
|