AAMC
Asset Allocation & Management Company’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $415K | Hold |
2,900
| – | – | 0.19% | 53 |
|
2025
Q1 | $485K | Hold |
2,900
| – | – | 0.25% | 46 |
|
2024
Q4 | $420K | Buy |
+2,900
| New | +$420K | 0.23% | 50 |
|
2023
Q1 | – | Sell |
-2,900
| Closed | -$521K | – | 105 |
|
2022
Q4 | $521K | Sell |
2,900
-4
| -0.1% | -$719 | 0.2% | 71 |
|
2022
Q3 | $417K | Buy |
2,904
+4
| +0.1% | +$574 | 0.17% | 74 |
|
2022
Q2 | $420K | Hold |
2,900
| – | – | 0.18% | 75 |
|
2022
Q1 | $472K | Hold |
2,900
| – | – | 0.17% | 87 |
|
2021
Q4 | $340K | Buy |
+2,900
| New | +$340K | 0.12% | 93 |
|