Investors Asset Management of Georgia’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
29,342
+286
| +1% | +$41K | 1.94% | 9 |
|
|
2025
Q1 | $4.86M | Sell |
29,056
-329
| -1% | -$55K | 2.46% | 9 |
|
|
2024
Q4 | $4.26M | Sell |
29,385
-90
| -0.3% | -$13K | 2.08% | 10 |
|
|
2024
Q3 | $4.34M | Sell |
29,475
-2
| -0% | -$295 | 2.05% | 10 |
|
|
2024
Q2 | $4.61M | Sell |
29,477
-752
| -2% | -$118K | 2.24% | 8 |
|
|
2024
Q1 | $4.77M | Sell |
30,229
-445
| -1% | -$70.2K | 2.24% | 9 |
|
|
2023
Q4 | $4.58M | Sell |
30,674
-3,651
| -11% | -$545K | 2.32% | 7 |
|
|
2023
Q3 | $5.69M | Buy |
34,325
+27,105
| +375% | +$4.49M | 3.14% | 4 |
|
|
2023
Q2 | $1.14M | Sell |
7,220
-100
| -1% | -$15.7K | 0.59% | 51 |
|
|
2023
Q1 | $1.19M | Buy |
7,320
+150
| +2% | +$24.5K | 0.64% | 48 |
|
|
2022
Q4 | $1.29M | Sell |
7,170
-459
| -6% | -$82.4K | 0.67% | 44 |
|
|
2022
Q3 | $1.1M | Sell |
7,629
-25
| -0.3% | -$3.59K | 0.56% | 51 |
|
|
2022
Q2 | $1.11M | Hold |
7,654
| – | – | 0.57% | 50 |
|
|
2022
Q1 | $1.25M | Sell |
7,654
-250
| -3% | -$40.7K | 0.63% | 45 |
|
|
2021
Q4 | $928K | Buy |
7,904
+195
| +3% | +$22.9K | 0.44% | 62 |
|
|
2021
Q3 | $782K | Buy |
7,709
+943
| +14% | +$95.7K | 0.41% | 64 |
|
|
2021
Q2 | $709K | Buy |
6,766
+221
| +3% | +$23.2K | 0.38% | 71 |
|
|
2021
Q1 | $686K | Sell |
6,545
-92
| -1% | -$9.64K | 0.4% | 66 |
|
|
2020
Q4 | $560K | Sell |
6,637
-100
| -1% | -$8.44K | 0.38% | 62 |
|
|
2020
Q3 | $485K | Sell |
6,737
-150
| -2% | -$10.8K | 0.32% | 72 |
|
|
2020
Q2 | $615K | Sell |
6,887
-100
| -1% | -$8.93K | 0.43% | 52 |
|
|
2020
Q1 | $506K | Hold |
6,987
| – | – | 0.41% | 54 |
|
|
2019
Q4 | $842K | Sell |
6,987
-50
| -0.7% | -$6.03K | 0.51% | 48 |
|
|
2019
Q3 | $835K | Hold |
7,037
| – | – | 0.53% | 45 |
|
|
2019
Q2 | $876K | Hold |
7,037
| – | – | 0.59% | 41 |
|
|
2019
Q1 | $867K | Hold |
7,037
| – | – | 0.61% | 40 |
|
|
2018
Q4 | $766K | Sell |
7,037
-50
| -0.7% | -$5.44K | 0.63% | 42 |
|
|
2018
Q3 | $867K | Sell |
7,087
-50
| -0.7% | -$6.12K | 0.6% | 44 |
|
|
2018
Q2 | $902K | Sell |
7,137
-25
| -0.3% | -$3.16K | 0.66% | 40 |
|
|
2018
Q1 | $817K | Sell |
7,162
-25
| -0.3% | -$2.85K | 0.6% | 47 |
|
|
2017
Q4 | $900K | Sell |
7,187
-75
| -1% | -$9.39K | 0.64% | 42 |
|
|
2017
Q3 | $853K | Sell |
7,262
-39
| -0.5% | -$4.58K | 0.63% | 42 |
|
|
2017
Q2 | $762K | Buy |
7,301
+150
| +2% | +$15.7K | 0.52% | 45 |
|
|
2017
Q1 | $768K | Buy |
7,151
+25
| +0.4% | +$2.69K | 0.53% | 43 |
|
|
2016
Q4 | $839K | Hold |
7,126
| – | – | 0.62% | 38 |
|
|
2016
Q3 | $733K | Sell |
7,126
-75
| -1% | -$7.72K | 0.56% | 40 |
|
|
2016
Q2 | $755K | Sell |
7,201
-58
| -0.8% | -$6.08K | 0.59% | 37 |
|
|
2016
Q1 | $693K | Buy |
7,259
+260
| +4% | +$24.8K | 0.58% | 39 |
|
|
2015
Q4 | $630K | Buy |
6,999
+225
| +3% | +$20.3K | 0.53% | 45 |
|
|
2015
Q3 | $534K | Buy |
6,774
+220
| +3% | +$17.3K | 0.48% | 50 |
|
|
2015
Q2 | $632K | Buy |
6,554
+450
| +7% | +$43.4K | 0.54% | 47 |
|
|
2015
Q1 | $641K | Buy |
6,104
+550
| +10% | +$57.8K | 0.53% | 49 |
|
|
2014
Q4 | $623K | Buy |
+5,554
| New | +$623K | 0.54% | 50 |
|