PAMG
Patton Albertson Miller Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Buy |
39,466
+1,590
| +4% | +$228K | 0.74% | 41 |
|
|
2025
Q1 | $6.34M | Sell |
37,876
-12,656
| -25% | -$2.12M | 0.94% | 35 |
|
|
2024
Q4 | $7.32M | Buy |
50,532
+1,573
| +3% | +$228K | 0.98% | 37 |
|
|
2024
Q3 | $7.21M | Sell |
48,959
-369
| -0.7% | -$54.3K | 0.98% | 38 |
|
|
2024
Q2 | $7.72M | Buy |
49,328
+2,234
| +5% | +$349K | 1.1% | 30 |
|
|
2024
Q1 | $7.43M | Buy |
47,094
+4,341
| +10% | +$685K | 1.11% | 29 |
|
|
2023
Q4 | $6.38M | Buy |
42,753
+4,681
| +12% | +$698K | 1.06% | 29 |
|
|
2023
Q3 | $6.42M | Buy |
38,072
+369
| +1% | +$62.2K | 1.26% | 17 |
|
|
2023
Q2 | $5.93M | Sell |
37,703
-1,707
| -4% | -$269K | 1.15% | 20 |
|
|
2023
Q1 | $6.43M | Sell |
39,410
-186
| -0.5% | -$30.3K | 1.18% | 18 |
|
|
2022
Q4 | $7.11M | Sell |
39,596
-159
| -0.4% | -$28.5K | 1.3% | 15 |
|
|
2022
Q3 | $5.71M | Sell |
39,755
-46
| -0.1% | -$6.61K | 1.23% | 17 |
|
|
2022
Q2 | $5.76M | Buy |
39,801
+682
| +2% | +$98.7K | 1.18% | 17 |
|
|
2022
Q1 | $6.37M | Buy |
39,119
+930
| +2% | +$151K | 1.09% | 20 |
|
|
2021
Q4 | $4.48M | Buy |
38,189
+1,191
| +3% | +$140K | 0.73% | 39 |
|
|
2021
Q3 | $3.75M | Buy |
36,998
+3,793
| +11% | +$385K | 0.72% | 39 |
|
|
2021
Q2 | $3.48M | Buy |
33,205
+3,203
| +11% | +$335K | 0.79% | 41 |
|
|
2021
Q1 | $3.14M | Buy |
30,002
+2,973
| +11% | +$312K | 0.76% | 45 |
|
|
2020
Q4 | $2.52M | Buy |
27,029
+5,958
| +28% | +$555K | 0.6% | 61 |
|
|
2020
Q3 | $1.52M | Sell |
21,071
-1,853
| -8% | -$133K | 0.43% | 71 |
|
|
2020
Q2 | $2.05M | Buy |
22,924
+2,752
| +14% | +$246K | 0.6% | 54 |
|
|
2020
Q1 | $1.46M | Buy |
20,172
+3,848
| +24% | +$279K | 0.49% | 65 |
|
|
2019
Q4 | $1.97M | Sell |
16,324
-1,129
| -6% | -$136K | 0.52% | 63 |
|
|
2019
Q3 | $2.07M | Sell |
17,453
-1,067
| -6% | -$127K | 0.59% | 55 |
|
|
2019
Q2 | $2.27M | Buy |
18,520
+8,312
| +81% | +$1.02M | 0.65% | 48 |
|
|
2019
Q1 | $1.26M | Buy |
10,208
+937
| +10% | +$115K | 0.64% | 54 |
|
|
2018
Q4 | $1.08M | Sell |
9,271
-946
| -9% | -$111K | 0.58% | 54 |
|
|
2018
Q3 | $1.13M | Sell |
10,217
-90
| -0.9% | -$9.92K | 0.57% | 60 |
|
|
2018
Q2 | $1.3M | Buy |
10,307
+473
| +5% | +$59.8K | 0.66% | 55 |
|
|
2018
Q1 | $1.12M | Buy |
9,834
+1,100
| +13% | +$125K | 0.5% | 66 |
|
|
2017
Q4 | $1.09M | Buy |
8,734
+483
| +6% | +$60.4K | 0.45% | 67 |
|
|
2017
Q3 | $978K | Sell |
8,251
-293
| -3% | -$34.7K | 0.43% | 79 |
|
|
2017
Q2 | $945K | Buy |
8,544
+30
| +0.4% | +$3.32K | 0.42% | 76 |
|
|
2017
Q1 | $895K | Buy |
8,514
+1,138
| +15% | +$120K | 0.37% | 80 |
|
|
2016
Q4 | $868K | Buy |
7,376
+169
| +2% | +$19.9K | 0.37% | 78 |
|
|
2016
Q3 | $742K | Buy |
7,207
+786
| +12% | +$80.9K | 0.33% | 84 |
|
|
2016
Q2 | $673K | Buy |
6,421
+3,440
| +115% | +$361K | 0.3% | 86 |
|
|
2016
Q1 | $284K | Sell |
2,981
-130
| -4% | -$12.4K | 0.14% | 111 |
|
|
2015
Q4 | $280K | Sell |
3,111
-450
| -13% | -$40.5K | 0.14% | 108 |
|
|
2015
Q3 | $281K | Sell |
3,561
-572
| -14% | -$45.1K | 0.15% | 103 |
|
|
2015
Q2 | $399K | Sell |
4,133
-1,750
| -30% | -$169K | 0.17% | 106 |
|
|
2015
Q1 | $618K | Sell |
5,883
-1,309
| -18% | -$138K | 0.25% | 101 |
|
|
2014
Q4 | $807K | Sell |
7,192
-101
| -1% | -$11.3K | 0.38% | 91 |
|
|
2014
Q3 | $886K | Sell |
7,293
-3,718
| -34% | -$452K | 0.46% | 85 |
|
|
2014
Q2 | $1.44M | Sell |
11,011
-1,900
| -15% | -$248K | 0.73% | 36 |
|
|
2014
Q1 | $1.54M | Sell |
12,911
-1,006
| -7% | -$120K | 0.81% | 37 |
|
|
2013
Q4 | $1.74M | Sell |
13,917
-216
| -2% | -$27K | 1.02% | 32 |
|
|
2013
Q3 | $1.72M | Sell |
14,133
-66
| -0.5% | -$8.02K | 1.02% | 29 |
|
|
2013
Q2 | $1.68M | Buy |
+14,199
| New | +$1.68M | 1.02% | 29 |
|