Athena Investment 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
$1.49M Buy
10,421
+159
+2% +$22.8K 0.83% 21
2025
Q1
$1.72M Buy
10,262
+169
+2% +$28.3K 1.04% 17
2024
Q4
$1.46M Sell
10,093
-150
-1% -$21.7K 0.85% 19
2024
Q3
$1.51M Buy
10,243
+350
+4% +$51.5K 0.86% 21
2024
Q2
$1.55M Sell
9,893
-71
-0.7% -$11.1K 0.94% 18
2024
Q1
$1.57M Sell
9,964
-149
-1% -$23.5K 0.94% 18
2023
Q4
$1.51M Sell
10,113
-973
-9% -$145K 0.98% 17
2023
Q3
$1.87M Sell
11,086
-206
-2% -$34.7K 1.34% 11
2023
Q2
$1.78M Sell
11,292
-23
-0.2% -$3.62K 1.22% 13
2023
Q1
$1.85M Sell
11,315
-50
-0.4% -$8.16K 1.33% 12
2022
Q4
$2.04M Buy
11,365
+28
+0.2% +$5.03K 1.5% 11
2022
Q3
$1.63M Sell
11,337
-12
-0.1% -$1.72K 1.37% 11
2022
Q2
$1.64M Buy
11,349
+660
+6% +$95.5K 1.3% 13
2022
Q1
$1.74M Buy
+10,689
New +$1.74M 1.35% 13