M.E. Allison & Co’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Buy
11,137
+1,276
+13% +$183K 1.28% 20
2025
Q1
$1.65M Buy
9,861
+4,572
+86% +$765K 1.63% 12
2024
Q4
$766K Buy
+5,289
New +$766K 0.84% 33