AFCM
Applied Finance Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Sell |
81,949
-1,225
| -1% | -$175K | 0.8% | 49 |
|
|
2025
Q1 | $13.9M | Sell |
83,174
-96,641
| -54% | -$16.2M | 1.02% | 41 |
|
|
2024
Q4 | $26M | Buy |
179,815
+2,755
| +2% | +$399K | 1.13% | 42 |
|
|
2024
Q3 | $26.1M | Sell |
177,060
-2,288
| -1% | -$337K | 1.11% | 44 |
|
|
2024
Q2 | $28.1M | Buy |
179,348
+60,187
| +51% | +$9.41M | 1.3% | 40 |
|
|
2024
Q1 | $18.8M | Buy |
119,161
+13,858
| +13% | +$2.19M | 1.32% | 44 |
|
|
2023
Q4 | $15.7M | Buy |
105,303
+4,631
| +5% | +$691K | 1.36% | 45 |
|
|
2023
Q3 | $17M | Buy |
100,672
+5,007
| +5% | +$844K | 1.85% | 23 |
|
|
2023
Q2 | $15.1M | Buy |
95,665
+2,905
| +3% | +$457K | 1.71% | 32 |
|
|
2023
Q1 | $15.1M | Buy |
92,760
+1,386
| +2% | +$226K | 1.88% | 22 |
|
|
2022
Q4 | $16.4M | Buy |
+91,374
| New | +$16.4M | 2.14% | 15 |
|