CD
Chapin Davis’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.37M | Buy |
37,491
+862
| +2% | +$123K | 1.48% | 19 |
|
2025
Q1 | $6.13M | Buy |
36,629
+4,877
| +15% | +$816K | 2.09% | 9 |
|
2024
Q4 | $4.68M | Hold |
31,752
| – | – | 1.53% | 13 |
|
2024
Q3 | $4.68M | Buy |
31,752
+1,491
| +5% | +$220K | 1.51% | 13 |
|
2024
Q2 | $4.73M | Buy |
30,261
+1,212
| +4% | +$190K | 1.62% | 13 |
|
2024
Q1 | $4.58M | Buy |
29,049
+2,270
| +8% | +$358K | 1.67% | 12 |
|
2023
Q4 | $3.99M | Buy |
26,779
+2,578
| +11% | +$385K | 1.68% | 11 |
|
2023
Q3 | $4.08M | Buy |
24,201
+2,883
| +14% | +$486K | 1.95% | 9 |
|
2023
Q2 | $3.35M | Buy |
21,318
+1,912
| +10% | +$301K | 1.59% | 9 |
|
2023
Q1 | $3.17M | Buy |
19,406
+3,202
| +20% | +$522K | 1.64% | 7 |
|
2022
Q4 | $2.91M | Buy |
+16,204
| New | +$2.91M | 1.69% | 8 |
|