CVX

LQAI · Exit · 1d

CVX’s recent price trajectory, trading at $174.01 and at 82% of its 52-week high, reflects a noticeable shift with 30-day and 90-day returns of -9.1% and -5.5% respectively. This short-term underperformance, contrasting with its prior yearly gain, likely triggered a lower ranking by Qraft’s AI engine for the LQAI portfolio, which rebalances weekly and prioritizes large-cap core holdings. Against this backdrop, the company’s financials—including a 30.45 PER, 1.65 PBR, negative 3.65% revenue growth, and 6.23% ROE—would present a less compelling profile for continued inclusion. Consequently, following consistent small allocations, CVX was removed from LQAI’s holdings on July 7, 2026, indicating the AI’s re-evaluation of its attractiveness at its current price and fundamental standing.

weight 0.100% → 0 (exited)·stock down 7.6% in the 30 days before

Jul 7·entry $174.01·now $189.71

AIEQ · Exit · 1d

Chevron (CVX) currently trades at $165.69, sitting at 78% of its 52-week high after a significant -16.0% decline over the last 30 days and a -10.4% dip over 90 days. This recent sharp negative trajectory likely generated adverse signals for AIEQ’s IBM Watson NLP engine, which continuously processes news, filings, and social posts to gauge sentiment and fundamental shifts. Compounding this, CVX exhibits a revenue growth of -3.65% and an ROE of 6.23%, alongside a PER of 30.45, which may have contributed to a lower ranking when combined with the deteriorating sentiment. Given the fund's daily rebalancing and high-turnover style, a sustained negative outlook from the AI manager swiftly led to a reduction in its weight from 0.6300% to 0.6100% by June 30th, culminating in its complete removal from the portfolio on July 1st, reflecting the AI’s real-time adjustment to perceived declining prospects for Chevron at this price level.

weight 0.610% → 0 (exited)·stock down 10.8% in the 30 days before

Jul 1·entry $165.69·now $189.71

AIEQ · Sudden change · 1d

Chevron (CVX) currently trades at $182.46, positioning it at 86% of its 52-week high, following a slight 0.8% dip over the last 30 days but still demonstrating a solid 9.4% return over 90 days. Despite a recent negative revenue growth of -3.65% and a PER of 33.01, Amplify's AIEQ, powered by IBM Watson's NLP, increased its CVX allocation from 0.12% to 0.65% on May 30th. This significant weight adjustment suggests the AI's extensive ingestion of news, filings, and social posts likely identified a strong, forward-looking sentiment shift or new fundamental insights that overrode the historical financial figures. Given AIEQ's high-turnover, daily rebalancing strategy, the AI quickly acted on this interpreted positive signal, indicating a rapid response to fresh data beyond conventional financial ratios for a stock with an otherwise moderate 6.23% ROE.

weight 0.120% → 0.650% (+0.530 pp)·stock down 5.1% in the 30 days before

May 30·entry $185.83·now $189.71

AIEQ · Sudden change · 1d

The AI ETF likely made a short-term, tactical allocation to CVX based on a transient market catalyst or technical signal, swiftly reducing its weight when that opportunity expired or conditions changed. The original financials, including a high PER and negative revenue growth, suggest the initial buy was not driven by traditional long-term fundamental conviction. Retail investors must understand that AI funds are highly reactive, constantly re-evaluating positions in real-time. Simply imitating their swift, data-driven trades without similar analytical resources or a deep understanding of their dynamic strategies is highly speculative and risky.

weight 0.630% → 0.130% (-0.500 pp)·stock down 3.4% in the 30 days before

May 3·entry $192.28·now $189.71

QRFT · Exit · 1d

The QRFT AI ETF initiated a multi-day reduction of its CVX holding, decreasing from 0.79% to 0.74% before a complete divestment on June 2nd. This graduated pattern suggests the Qraft AI, which combines traditional factors with proprietary alternative-data, was continuously evaluating Chevron's profile. Given Chevron’s PER of 34.46, negative revenue growth of -3.65%, and 6.23% ROE, while trading at 89% of its 52-week high following a 36.6% one-year return, the AI likely flagged the stock as misaligned with its value, quality, or momentum screens for a broad large-cap core fund. The final removal signifies a definitive decision by Qraft's system during its weekly rebalance to exit the energy company at its current valuation.

weight 0.760% → 0 (exited)·stock down 1.6% in the 30 days before

Jun 2·entry $187.55·now $189.71

QRFT · Weight decrease · 2d

CVX’s PER of 33.11 and negative revenue growth of -3.65%, alongside a 6.23% ROE, present a challenging fundamental picture for Qraft AI, which incorporates value and quality factors for its broad large-cap core portfolio. The detected consecutive weight decrease pattern in QRFT for Chevron, specifically observed from May 20th through May 27th, coincides with the stock's recent 30-day return of -1.4%. This recent price deceleration for a stock trading at $182.40, while still at 86% of its 52-week high, signals a shift in underlying sentiment or perceived risk. Qraft Technologies' AI methodology, blending traditional factors with proprietary alternative data, likely identified these combined signals as justification to reduce exposure to CVX despite its prior 90-day and 1-year price performance.

weight 0.790% → 0.750% (-0.040 pp)·stock down 1.3% in the 30 days before

May 27·entry $182.40·now $189.71

QRFT · Weight decrease · 2d

CVX's financial metrics, including a PER of 34.38, PBR of 1.65, negative revenue growth of -3.65%, and an ROE of 6.23%, present a mixed fundamental profile for QRFT’s diversified large-cap core strategy, which integrates traditional value, quality, and momentum factors. The consecutive weight decrease observed on May 20th and 21st, from 0.83% to 0.79%, occurred while CVX traded at $191.43, sitting at 91% of its 52-week high despite a recent -0.2% 30-day return. This rebalancing by Qraft Technologies’ AI, which overlays proprietary alternative data, points to the model recalibrating its position in CVX, possibly adjusting for a less favorable risk-reward balance given the stock's near-peak valuation coupled with its modest underlying financial performance and recent price softness.

weight 0.830% → 0.790% (-0.040 pp)·stock up 2.5% in the 30 days before

May 21·entry $191.01·now $189.71

QRFT · Weight decrease · 3d

The AI-managed ETF likely initiated the consecutive weight decrease for CVX due to its weak fundamental metrics, specifically a high PER despite negative revenue growth and low ROE, indicating potential overvaluation and declining business performance. This persistent reduction suggests the AI's algorithm detected an ongoing deterioration or lack of positive catalysts. For retail investors, this pattern serves as a practical warning to critically evaluate stocks with high valuations juxtaposed against poor financial health, as it often precedes further downside or underperformance.

weight 0.830% → 0.760% (-0.070 pp)·stock down 4.6% in the 30 days before

May 8·entry $181.62·now $189.71

QRFT · Weight decrease · 2d

The AI ETF's consecutive weight decrease in CVX likely reflects its deteriorating fundamentals, specifically the negative revenue growth and a high PER unsupported by its low ROE. For retail investors, this highlights the AI's focus on identifying core business weaknesses, signaling a need to scrutinize financial health beyond just price trends.

weight 0.830% → 0.770% (-0.060 pp)·stock down 5.4% in the 30 days before

May 7·entry $182.50·now $189.71

QRFT · Weight decrease · 2d

The AI ETF likely initiated a consecutive weight decrease for CVX due to its negative revenue growth and low Return on Equity, which make its high Price-to-Earnings ratio appear unsustainable and suggest fundamental underperformance. Retail investors should take this as a cue to scrutinize core financial health metrics like revenue trends and profitability, avoiding stocks where high valuations aren't supported by strong, positive fundamental performance.

weight 0.860% → 0.830% (-0.030 pp)·stock down 3.4% in the 30 days before

May 4·entry $192.28·now $189.71

QRFT · Weight decrease · 2d

The AI likely initiated a consecutive weight decrease for CVX driven by its negative revenue growth of -4.64%, indicating weakening business fundamentals. This decline, coupled with a high PER of 29.99 relative to its growth and ROE, suggests the AI perceives an overvalued asset with deteriorating prospects. For retail investors, this highlights the AI's focus on capital preservation by de-risking from companies exhibiting negative growth and potentially stretched valuations, emphasizing the importance of scrutinizing fundamental strength.

weight 0.840% → 0.820% (-0.020 pp)·stock down 11.1% in the 30 days before

Apr 27·entry $184.78·now $189.71

QRFT · Weight decrease · 2d

weight 0.890% → 0.830% (-0.060 pp)·stock down 7.4% in the 30 days before

Apr 17·entry $183.99·now $189.71

QRFT · Weight decrease · 3d

weight 0.980% → 0.880% (-0.100 pp)·stock down 1.7% in the 30 days before

Apr 10·entry $188.55·now $189.71

QRFT · Weight decrease · 2d

stock up 2.2% in the 30 days before

Apr 9·entry $190.36·now $189.71

QRFT · Weight decrease · 2d

stock up 4.6% in the 30 days before

Apr 1·entry $197.41·now $189.71

AIVL · Exit · 1d

The AI ETF likely removed CVX due to its negative revenue growth and low ROE, which makes its high P/E ratio of 29.99 appear overvalued for the energy sector. This combination of poor fundamental performance and stretched valuation likely triggered the divestment based on the AI's programmed criteria. For retail investors, this highlights the importance of thoroughly assessing a company's financial health beyond just its brand, focusing on core metrics like revenue growth and profitability relative to its valuation. It is crucial not to simply hold onto companies with declining performance or stretched valuations based on their established name.

weight 0.213% → 0 (exited)·stock down 6.6% in the 30 days before

Apr 30·entry $193.31·now $189.71