Armbruster Capital Management’s Chevron CVX Stock Holding History

Armbruster Capital Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$274K	Sell	1,913 -54	-3%	-$7.73K	0.05%	115
2025 Q1	$329K	Sell	1,967 -25	-1%	-$4.18K	0.07%	105
2024 Q4	$289K	Hold	1,992	–	–	0.06%	111
2024 Q3	$293K	Buy	1,992 +97	+5%	+$14.3K	0.06%	106
2024 Q2	$296K	Buy	1,895 +7	+0.4%	+$1.1K	0.06%	99
2024 Q1	$298K	Hold	1,888	–	–	0.06%	92
2023 Q4	$282K	Hold	1,888	–	–	0.06%	93
2023 Q3	$318K	Sell	1,888 -703	-27%	-$119K	0.08%	85
2023 Q2	$408K	Hold	2,591	–	–	0.1%	81
2023 Q1	$423K	Hold	2,591	–	–	0.11%	75
2022 Q4	$465K	Hold	2,591	–	–	0.12%	68
2022 Q3	$372K	Hold	2,591	–	–	0.11%	82
2022 Q2	$375K	Hold	2,591	–	–	0.1%	82
2022 Q1	$422K	Buy	2,591 +124	+5%	+$20.2K	0.1%	88
2021 Q4	$290K	Buy	2,467 +9	+0.4%	+$1.06K	0.07%	107
2021 Q3	$249K	Hold	2,458	–	–	0.07%	82
2021 Q2	$257K	Hold	2,458	–	–	0.07%	82
2021 Q1	$258K	Buy	2,458 +42	+2%	+$4.41K	0.08%	80
2020 Q4	$204K	Buy	+2,416	New	+$204K	0.07%	87
2020 Q3	–	Sell	-2,530	Closed	-$226K	–	87
2020 Q2	$226K	Buy	+2,530	New	+$226K	0.09%	78
2020 Q1	–	Sell	-3,274	Closed	-$395K	–	78
2019 Q4	$395K	Hold	3,274	–	–	0.15%	55
2019 Q3	$388K	Hold	3,274	–	–	0.16%	53
2019 Q2	$407K	Sell	3,274 -100	-3%	-$12.4K	0.17%	47
2019 Q1	$416K	Buy	3,374 +308	+10%	+$38K	0.18%	48
2018 Q4	$334K	Hold	3,066	–	–	0.17%	50
2018 Q3	$375K	Sell	3,066 -109	-3%	-$13.3K	0.16%	50
2018 Q2	$401K	Buy	3,175 +175	+6%	+$22.1K	0.19%	47
2018 Q1	$342K	Hold	3,000	–	–	0.16%	47
2017 Q4	$376K	Sell	3,000 -65	-2%	-$8.15K	0.17%	45
2017 Q3	$360K	Sell	3,065 -271	-8%	-$31.8K	0.18%	44
2017 Q2	$348K	Buy	3,336 +119	+4%	+$12.4K	0.19%	44
2017 Q1	$345K	Hold	3,217	–	–	0.19%	44
2016 Q4	$379K	Hold	3,217	–	–	0.22%	44
2016 Q3	$331K	Sell	3,217 -277	-8%	-$28.5K	0.21%	45
2016 Q2	$366K	Sell	3,494 -337	-9%	-$35.3K	0.24%	44
2016 Q1	$365K	Buy	3,831 +300	+8%	+$28.6K	0.25%	42
2015 Q4	$318K	Buy	+3,531	New	+$318K	0.28%	48