Investors Asset Management of Georgia’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.68M | Sell |
28,220
-1,068
| -4% | -$199K | 1.63% | 14 |
|
|
2026
Q1 | $6.06M | Sell |
29,288
-223
| -0.8% | -$40.7K | 2.48% | 6 |
|
|
2025
Q4 | $4.5M | Buy |
29,511
+3
| +0% | +$457 | 1.86% | 10 |
|
|
2025
Q3 | $4.58M | Buy |
29,508
+166
| +0.6% | +$25.7K | 1.95% | 8 |
|
|
2025
Q2 | $4.2M | Buy |
29,342
+286
| +1% | +$40.3K | 1.94% | 9 |
|
|
2025
Q1 | $4.86M | Sell |
29,056
-329
| -1% | -$51.5K | 2.46% | 9 |
|
|
2024
Q4 | $4.26M | Sell |
29,385
-90
| -0.3% | -$13.8K | 2.08% | 10 |
|
|
2024
Q3 | $4.34M | Sell |
29,475
-2
| -0% | -$298 | 2.05% | 10 |
|
|
2024
Q2 | $4.61M | Sell |
29,477
-752
| -2% | -$120K | 2.24% | 8 |
|
|
2024
Q1 | $4.77M | Sell |
30,229
-445
| -1% | -$67.2K | 2.24% | 9 |
|
|
2023
Q4 | $4.58M | Sell |
30,674
-3,651
| -11% | -$552K | 2.32% | 7 |
|
|
2023
Q3 | $5.69M | Buy |
34,325
+27,105
| +375% | +$4.38M | 3.14% | 4 |
|
|
2023
Q2 | $1.14M | Sell |
7,220
-100
| -1% | -$16K | 0.59% | 51 |
|
|
2023
Q1 | $1.19M | Buy |
7,320
+150
| +2% | +$25.1K | 0.64% | 48 |
|
|
2022
Q4 | $1.29M | Sell |
7,170
-459
| -6% | -$80.1K | 0.67% | 44 |
|
|
2022
Q3 | $1.1M | Sell |
7,629
-25
| -0.3% | -$3.81K | 0.56% | 51 |
|
|
2022
Q2 | $1.11M | Hold |
7,654
| – | – | 0.57% | 50 |
|
|
2022
Q1 | $1.25M | Sell |
7,654
-250
| -3% | -$35.9K | 0.63% | 45 |
|
|
2021
Q4 | $928K | Buy |
7,904
+195
| +3% | +$22.1K | 0.44% | 62 |
|
|
2021
Q3 | $782K | Buy |
7,709
+943
| +14% | +$94.1K | 0.41% | 64 |
|
|
2021
Q2 | $709K | Buy |
6,766
+221
| +3% | +$23.3K | 0.38% | 71 |
|
|
2021
Q1 | $686K | Sell |
6,545
-92
| -1% | -$8.98K | 0.4% | 66 |
|
|
2020
Q4 | $560K | Sell |
6,637
-100
| -1% | -$8.1K | 0.38% | 62 |
|
|
2020
Q3 | $485K | Sell |
6,737
-150
| -2% | -$12.6K | 0.32% | 72 |
|
|
2020
Q2 | $615K | Sell |
6,887
-100
| -1% | -$8.95K | 0.43% | 52 |
|
|
2020
Q1 | $506K | Hold |
6,987
| – | – | 0.41% | 54 |
|
|
2019
Q4 | $842K | Sell |
6,987
-50
| -0.7% | -$5.89K | 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% | -$5.79K | 0.63% | 42 |
|
|
2018
Q3 | $867K | Sell |
7,087
-50
| -0.7% | -$6.07K | 0.6% | 44 |
|
|
2018
Q2 | $902K | Sell |
7,137
-25
| -0.3% | -$3.1K | 0.66% | 40 |
|
|
2018
Q1 | $817K | Sell |
7,162
-25
| -0.3% | -$2.99K | 0.6% | 47 |
|
|
2017
Q4 | $900K | Sell |
7,187
-75
| -1% | -$8.89K | 0.64% | 42 |
|
|
2017
Q3 | $853K | Sell |
7,262
-39
| -0.5% | -$4.26K | 0.63% | 42 |
|
|
2017
Q2 | $762K | Buy |
7,301
+150
| +2% | +$15.9K | 0.52% | 45 |
|
|
2017
Q1 | $768K | Buy |
7,151
+25
| +0.4% | +$2.8K | 0.53% | 43 |
|
|
2016
Q4 | $839K | Hold |
7,126
| – | – | 0.62% | 38 |
|
|
2016
Q3 | $733K | Sell |
7,126
-75
| -1% | -$7.66K | 0.56% | 40 |
|
|
2016
Q2 | $755K | Sell |
7,201
-58
| -0.8% | -$5.83K | 0.59% | 37 |
|
|
2016
Q1 | $693K | Buy |
7,259
+260
| +4% | +$22.7K | 0.58% | 39 |
|
|
2015
Q4 | $630K | Buy |
6,999
+225
| +3% | +$20.3K | 0.53% | 45 |
|
|
2015
Q3 | $534K | Buy |
6,774
+220
| +3% | +$18.5K | 0.48% | 50 |
|
|
2015
Q2 | $632K | Buy |
6,554
+450
| +7% | +$47.3K | 0.54% | 47 |
|
|
2015
Q1 | $641K | Buy |
6,104
+550
| +10% | +$58.7K | 0.53% | 49 |
|
|
2014
Q4 | $623K | Buy |
+5,554
| New | +$631K | 0.54% | 50 |
|
Other funds holding CVX
Investors Asset Management of Georgia's CVX Position: Q2 2026 in Review
Investors Asset Management of Georgia reduced its Chevron (CVX) stake by 3.6% in Q2 2026, selling an estimated $199K and leaving 28,220 shares worth $4.68M. The position accounts for 1.63% of the portfolio, ranked #14.
Investors Asset Management of Georgia first reported a position in CVX in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.06M in Q1 2026. 4,110 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Investors Asset Management of Georgia held 28,220 shares of Chevron worth $4.68M as of Q2 2026.
- Investors Asset Management of Georgia sold 1,068 Chevron shares in Q2 2026, an estimated $199K.
- Chevron made up 1.63% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #14 holding.
- Investors Asset Management of Georgia first reported a position in Chevron in Q4 2014 and has held it in 47 quarters since.
- Investors Asset Management of Georgia's Chevron position peaked at $6.06M in Q1 2026.
- 4,110 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.