Aufman Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
2,942
+80
| +3% | +$11.5K | 0.26% | 37 |
|
|
2025
Q1 | $479K | Buy |
2,862
+39
| +1% | +$6.52K | 0.33% | 29 |
|
|
2024
Q4 | $409K | Buy |
2,823
+22
| +0.8% | +$3.19K | 0.28% | 33 |
|
|
2024
Q3 | $413K | Buy |
2,801
+1,053
| +60% | +$155K | 0.27% | 34 |
|
|
2024
Q2 | $273K | Buy |
1,748
+55
| +3% | +$8.6K | 0.19% | 39 |
|
|
2024
Q1 | $267K | Buy |
1,693
+36
| +2% | +$5.68K | 0.19% | 40 |
|
|
2023
Q4 | $247K | Sell |
1,657
-47
| -3% | -$7.01K | 0.19% | 39 |
|
|
2023
Q3 | $287K | Sell |
1,704
-35
| -2% | -$5.9K | 0.24% | 31 |
|
|
2023
Q2 | $274K | Sell |
1,739
-56
| -3% | -$8.81K | 0.23% | 32 |
|
|
2023
Q1 | $293K | Buy |
1,795
+10
| +0.6% | +$1.63K | 0.25% | 31 |
|
|
2022
Q4 | $320K | Sell |
1,785
-185
| -9% | -$33.2K | 0.3% | 29 |
|
|
2022
Q3 | $283K | Buy |
1,970
+19
| +1% | +$2.73K | 0.3% | 30 |
|
|
2022
Q2 | $282K | Buy |
1,951
+12
| +0.6% | +$1.73K | 0.27% | 33 |
|
|
2022
Q1 | $316K | Buy |
1,939
+27
| +1% | +$4.4K | 0.25% | 33 |
|
|
2021
Q4 | $224K | Buy |
+1,912
| New | +$224K | 0.17% | 46 |
|