IFAM
Institutional & Family Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.63M | Sell |
29,578
-518
| -2% | -$81K | 0.71% | 38 |
|
|
2024
Q1 | $4.75M | Buy |
30,096
+376
| +1% | +$59.3K | 0.76% | 38 |
|
|
2023
Q4 | $4.43M | Buy |
29,720
+310
| +1% | +$46.2K | 0.73% | 41 |
|
|
2023
Q3 | $4.96M | Sell |
29,410
-3,450
| -10% | -$582K | 0.81% | 33 |
|
|
2023
Q2 | $5.17M | Sell |
32,860
-833
| -2% | -$131K | 0.84% | 35 |
|
|
2023
Q1 | $5.5M | Sell |
33,693
-531
| -2% | -$86.6K | 0.91% | 24 |
|
|
2022
Q4 | $6.14M | Sell |
34,224
-4,493
| -12% | -$806K | 1.02% | 16 |
|
|
2022
Q3 | $5.56M | Buy |
38,717
+1,925
| +5% | +$277K | 0.99% | 16 |
|
|
2022
Q2 | $5.33M | Buy |
36,792
+536
| +1% | +$77.6K | 0.92% | 21 |
|
|
2022
Q1 | $5.9M | Sell |
36,256
-28
| -0.1% | -$4.56K | 0.92% | 17 |
|
|
2021
Q4 | $4.26M | Sell |
36,284
-3,013
| -8% | -$354K | 0.66% | 38 |
|
|
2021
Q3 | $3.99M | Buy |
39,297
+2,704
| +7% | +$274K | 0.64% | 47 |
|
|
2021
Q2 | $3.83M | Buy |
36,593
+4,507
| +14% | +$472K | 0.63% | 55 |
|
|
2021
Q1 | $3.36M | Sell |
32,086
-958
| -3% | -$100K | 0.65% | 43 |
|
|
2020
Q4 | $2.79M | Sell |
33,044
-1,630
| -5% | -$138K | 0.59% | 67 |
|
|
2020
Q3 | $2.5M | Sell |
34,674
-1,313
| -4% | -$94.6K | 0.58% | 67 |
|
|
2020
Q2 | $3.21M | Sell |
35,987
-8,211
| -19% | -$733K | 0.67% | 57 |
|
|
2020
Q1 | $3.2M | Buy |
44,198
+17,155
| +63% | +$1.24M | 0.74% | 37 |
|
|
2019
Q4 | $3.26M | Buy |
27,043
+85
| +0.3% | +$10.2K | 0.69% | 49 |
|
|
2019
Q3 | $3.2M | Sell |
26,958
-658
| -2% | -$78K | 0.7% | 54 |
|
|
2019
Q2 | $3.44M | Sell |
27,616
-479
| -2% | -$59.6K | 0.74% | 49 |
|
|
2019
Q1 | $3.46M | Sell |
28,095
-334
| -1% | -$41.1K | 0.73% | 45 |
|
|
2018
Q4 | $3.09M | Sell |
28,429
-793
| -3% | -$86.3K | 0.69% | 50 |
|
|
2018
Q3 | $3.57M | Buy |
29,222
+19
| +0.1% | +$2.32K | 0.71% | 53 |
|
|
2018
Q2 | $3.69M | Sell |
29,203
-2,189
| -7% | -$277K | 0.77% | 30 |
|
|
2018
Q1 | $3.58M | Sell |
31,392
-7,688
| -20% | -$877K | 0.76% | 36 |
|
|
2017
Q4 | $4.89M | Buy |
39,080
+1,366
| +4% | +$171K | 0.94% | 22 |
|
|
2017
Q3 | $4.43M | Buy |
37,714
+1,064
| +3% | +$125K | 0.89% | 24 |
|
|
2017
Q2 | $3.82M | Buy |
36,650
+2,750
| +8% | +$287K | 0.94% | 35 |
|
|
2017
Q1 | $3.64M | Sell |
33,900
-1,845
| -5% | -$198K | 1.13% | 42 |
|
|
2016
Q4 | $4.21M | Buy |
35,745
+263
| +0.7% | +$31K | 1.33% | 18 |
|
|
2016
Q3 | $3.65M | Buy |
35,482
+3,122
| +10% | +$321K | 1.21% | 25 |
|
|
2016
Q2 | $3.39M | Buy |
32,360
+1,833
| +6% | +$192K | 1.18% | 25 |
|
|
2016
Q1 | $2.75M | Sell |
30,527
-63
| -0.2% | -$5.67K | 1.03% | 31 |
|
|
2015
Q4 | $2.75M | Buy |
+30,590
| New | +$2.75M | 1.03% | 30 |
|