IAIM
International Assets Investment Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
29,798
+810
| +3% | +$116K | 0.34% | 47 |
|
|
2025
Q1 | $4.85M | Sell |
28,988
-2,686
| -8% | -$449K | 0.42% | 37 |
|
|
2024
Q4 | $4.65M | Sell |
31,674
-4,869,716
| -99% | -$714M | 0.39% | 40 |
|
|
2024
Q3 | $33.3K | Buy |
4,901,390
+4,876,260
| +19,404% | +$33.1K | 0.09% | 200 |
|
|
2024
Q2 | $3.93M | Buy |
25,130
+3,721
| +17% | +$582K | 0.37% | 35 |
|
|
2024
Q1 | $3.41M | Sell |
21,409
-61
| -0.3% | -$9.7K | 0.36% | 44 |
|
|
2023
Q4 | $3.2M | Buy |
21,470
+1,005
| +5% | +$150K | 0.41% | 41 |
|
|
2023
Q3 | $3.5M | Buy |
20,465
+7,473
| +58% | +$1.28M | 0.48% | 38 |
|
|
2023
Q2 | $2.04M | Sell |
12,992
-1,206
| -8% | -$190K | 0.27% | 75 |
|
|
2023
Q1 | $2.32M | Sell |
14,198
-18,517
| -57% | -$3.02M | 0.34% | 56 |
|
|
2022
Q4 | $5.87M | Buy |
32,715
+18,564
| +131% | +$3.33M | 0.61% | 28 |
|
|
2022
Q3 | $2.03M | Buy |
14,151
+4,868
| +52% | +$699K | 0.44% | 46 |
|
|
2022
Q2 | $1.34K | Buy |
9,283
+358
| +4% | +$52 | 0.12% | 77 |
|
|
2022
Q1 | $1.45M | Sell |
8,925
-2,805
| -24% | -$457K | 0.26% | 85 |
|
|
2021
Q4 | $1.38M | Buy |
11,730
+777
| +7% | +$91.2K | 0.24% | 98 |
|
|
2021
Q3 | $1.11M | Buy |
10,953
+3,124
| +40% | +$317K | 0.2% | 125 |
|
|
2021
Q2 | $820K | Sell |
7,829
-9,902
| -56% | -$1.04M | 0.15% | 154 |
|
|
2021
Q1 | $1.67M | Buy |
17,731
+8,214
| +86% | +$771K | 0.15% | 138 |
|
|
2020
Q4 | $804K | Buy |
9,517
+5,598
| +143% | +$473K | 0.15% | 138 |
|
|
2020
Q3 | $282K | Sell |
3,919
-582
| -13% | -$41.9K | 0.07% | 253 |
|
|
2020
Q2 | $402K | Sell |
4,501
-640
| -12% | -$57.2K | 0.1% | 201 |
|
|
2020
Q1 | $373K | Buy |
+5,141
| New | +$373K | 0.11% | 172 |
|