US Asset Management LLC’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
2,216
-8
-0.4% -$1.15K 0.28% 90
2025
Q1
$372K Sell
2,224
-11
-0.5% -$1.84K 0.36% 79
2024
Q4
$324K Sell
2,235
-125
-5% -$18.1K 0.29% 93
2024
Q3
$375K Sell
2,360
-39
-2% -$6.2K 0.33% 85
2024
Q2
$375K Sell
2,399
-40
-2% -$6.25K 0.34% 82
2024
Q1
$385K Buy
2,439
+433
+22% +$68.4K 0.35% 87
2023
Q4
$299K Buy
+2,006
New +$299K 0.3% 102
2023
Q2
$311K Sell
1,975
-129
-6% -$20.3K 0.33% 101
2023
Q1
$343K Sell
2,104
-19
-0.9% -$3.1K 0.35% 93
2022
Q4
$381K Buy
+2,123
New +$381K 0.41% 79
2022
Q2
$308K Buy
2,130
+13
+0.6% +$1.88K 0.34% 95
2022
Q1
$345K Buy
2,117
+20
+1% +$3.26K 0.32% 95
2021
Q4
$246K Sell
2,097
-3
-0.1% -$352 0.24% 114
2021
Q3
$213K Buy
+2,100
New +$213K 0.21% 121