Atwater Malick’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$413K	Buy	2,886 +68	+2%	+$9.74K	0.13%	58
2025 Q1	$471K	Buy	2,818 +63	+2%	+$10.5K	0.16%	52
2024 Q4	$399K	Hold	2,755	–	–	0.13%	57
2024 Q3	$406K	Hold	2,755	–	–	0.13%	57
2024 Q2	$431K	Hold	2,755	–	–	0.15%	55
2024 Q1	$435K	Hold	2,755	–	–	0.15%	58
2023 Q4	$411K	Hold	2,755	–	–	0.16%	53
2023 Q3	$465K	Sell	2,755 -800	-23%	-$135K	0.2%	47
2023 Q2	$559K	Buy	3,555 +800	+29%	+$126K	0.24%	44
2023 Q1	$450K	Sell	2,755 -286	-9%	-$46.7K	0.21%	41
2022 Q4	$546K	Hold	3,041	–	–	0.27%	35
2022 Q3	$437K	Hold	3,041	–	–	0.24%	37
2022 Q2	$440K	Hold	3,041	–	–	0.23%	38
2022 Q1	$495K	Hold	3,041	–	–	0.24%	35
2021 Q4	$357K	Hold	3,041	–	–	0.17%	38
2021 Q3	$309K	Hold	3,041	–	–	0.16%	38
2021 Q2	$319K	Hold	3,041	–	–	0.18%	34
2021 Q1	$319K	Sell	3,041 -1,150	-27%	-$121K	0.2%	33
2020 Q4	$354K	Sell	4,191 -166	-4%	-$14K	0.22%	32
2020 Q3	$314K	Hold	4,357	–	–	0.22%	33
2020 Q2	$389K	Hold	4,357	–	–	0.31%	31
2020 Q1	$316K	Buy	+4,357	New	+$316K	0.3%	33
2019 Q4	–	Sell	-578	Closed	-$69K	–	80
2019 Q3	$69K	Buy	+578	New	+$69K	0.06%	65