Aull & Monroe 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 | $3.39M | Sell |
23,695
-2,280
| -9% | -$326K | 1.82% | 17 |
|
|
2025
Q1 | $4.35M | Sell |
25,975
-75
| -0.3% | -$12.5K | 2.16% | 13 |
|
|
2024
Q4 | $3.77M | Sell |
26,050
-1,230
| -5% | -$178K | 1.92% | 16 |
|
|
2024
Q3 | $4.02M | Sell |
27,280
-773
| -3% | -$114K | 1.86% | 15 |
|
|
2024
Q2 | $4.39M | Sell |
28,053
-950
| -3% | -$149K | 2.15% | 13 |
|
|
2024
Q1 | $4.57M | Sell |
29,003
-45
| -0.2% | -$7.1K | 2.09% | 13 |
|
|
2023
Q4 | $4.33M | Sell |
29,048
-229
| -0.8% | -$34.2K | 2.14% | 14 |
|
|
2023
Q3 | $4.94M | Sell |
29,277
-200
| -0.7% | -$33.7K | 2.58% | 11 |
|
|
2023
Q2 | $4.64M | Hold |
29,477
| – | – | 2.33% | 13 |
|
|
2023
Q1 | $4.81M | Sell |
29,477
-300
| -1% | -$48.9K | 2.45% | 11 |
|
|
2022
Q4 | $5.34M | Sell |
29,777
-700
| -2% | -$126K | 2.66% | 11 |
|
|
2022
Q3 | $4.38M | Sell |
30,477
-204
| -0.7% | -$29.3K | 2.4% | 10 |
|
|
2022
Q2 | $4.44M | Buy |
30,681
+25
| +0.1% | +$3.62K | 2.25% | 12 |
|
|
2022
Q1 | $4.99M | Sell |
30,656
-500
| -2% | -$81.4K | 2.25% | 12 |
|
|
2021
Q4 | $3.66M | Sell |
31,156
-300
| -1% | -$35.2K | 1.63% | 17 |
|
|
2021
Q3 | $3.19M | Sell |
31,456
-44
| -0.1% | -$4.46K | 1.57% | 20 |
|
|
2021
Q2 | $3.3M | Hold |
31,500
| – | – | 1.57% | 19 |
|
|
2021
Q1 | $3.3M | Sell |
31,500
-499
| -2% | -$52.3K | 1.61% | 18 |
|
|
2020
Q4 | $2.7M | Buy |
31,999
+2,387
| +8% | +$202K | 1.44% | 20 |
|
|
2020
Q3 | $2.13M | Buy |
29,612
+426
| +1% | +$30.7K | 1.25% | 25 |
|
|
2020
Q2 | $2.6M | Sell |
29,186
-530
| -2% | -$47.3K | 1.61% | 18 |
|
|
2020
Q1 | $2.15M | Sell |
29,716
-1,400
| -4% | -$101K | 1.45% | 20 |
|
|
2019
Q4 | $3.75M | Sell |
31,116
-42
| -0.1% | -$5.06K | 1.9% | 15 |
|
|
2019
Q3 | $3.7M | Sell |
31,158
-2,523
| -7% | -$299K | 1.95% | 15 |
|
|
2019
Q2 | $4.19M | Sell |
33,681
-175
| -0.5% | -$21.8K | 2.23% | 12 |
|
|
2019
Q1 | $4.17M | Sell |
33,856
-1,900
| -5% | -$234K | 2.23% | 14 |
|
|
2018
Q4 | $3.89M | Sell |
35,756
-1,615
| -4% | -$176K | 2.22% | 15 |
|
|
2018
Q3 | $4.57M | Buy |
37,371
+235
| +0.6% | +$28.7K | 2.2% | 12 |
|
|
2018
Q2 | $4.7M | Buy |
37,136
+1,710
| +5% | +$216K | 2.41% | 9 |
|
|
2018
Q1 | $4.04M | Sell |
35,426
-50
| -0.1% | -$5.7K | 2.11% | 13 |
|
|
2017
Q4 | $4.44M | Sell |
35,476
-1,295
| -4% | -$162K | 2.24% | 11 |
|
|
2017
Q3 | $4.32M | Sell |
36,771
-135
| -0.4% | -$15.9K | 2.23% | 12 |
|
|
2017
Q2 | $3.85M | Sell |
36,906
-100
| -0.3% | -$10.4K | 2.06% | 11 |
|
|
2017
Q1 | $3.97M | Sell |
37,006
-150
| -0.4% | -$16.1K | 2.12% | 10 |
|
|
2016
Q4 | $4.37M | Sell |
37,156
-150
| -0.4% | -$17.7K | 2.45% | 6 |
|
|
2016
Q3 | $3.84M | Sell |
37,306
-200
| -0.5% | -$20.6K | 2.21% | 11 |
|
|
2016
Q2 | $3.93M | Sell |
37,506
-200
| -0.5% | -$21K | 2.26% | 11 |
|
|
2016
Q1 | $3.6M | Sell |
37,706
-500
| -1% | -$47.7K | 2.16% | 12 |
|
|
2015
Q4 | $3.44M | Buy |
38,206
+1,850
| +5% | +$166K | 2.13% | 12 |
|
|
2015
Q3 | $2.87M | Buy |
36,356
+1,075
| +3% | +$84.8K | 1.86% | 12 |
|
|
2015
Q2 | $3.17M | Buy |
35,281
+1,754
| +5% | +$158K | 1.86% | 15 |
|
|
2015
Q1 | $3.52M | Buy |
33,527
+810
| +2% | +$85K | 1.98% | 12 |
|
|
2014
Q4 | $3.67M | Sell |
32,717
-408
| -1% | -$45.8K | 1.99% | 11 |
|
|
2014
Q3 | $3.95M | Buy |
33,125
+498
| +2% | +$59.4K | 2.1% | 11 |
|
|
2014
Q2 | $4.26M | Sell |
32,627
-240
| -0.7% | -$31.3K | 2.27% | 8 |
|
|
2014
Q1 | $3.91M | Buy |
32,867
+1,000
| +3% | +$119K | 2.23% | 10 |
|
|
2013
Q4 | $3.98M | Buy |
31,867
+400
| +1% | +$50K | 2.32% | 6 |
|
|
2013
Q3 | $3.82M | Buy |
31,467
+100
| +0.3% | +$12.2K | 2.48% | 6 |
|
|
2013
Q2 | $3.71M | Buy |
+31,367
| New | +$3.71M | 2.5% | 7 |
|