DAGCO Inc’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.5K | Sell |
443
-72
| -14% | -$10.3K | 0.02% | 157 |
|
|
2025
Q1 | $86.1K | Buy |
+515
| New | +$86.1K | 0.03% | 127 |
|
|
2024
Q4 | – | Sell |
-288
| Closed | -$42.4K | – | 110 |
|
|
2024
Q3 | $42.4K | Buy |
288
+4
| +1% | +$588 | 0.02% | 136 |
|
|
2024
Q2 | $44.5K | Buy |
284
+3
| +1% | +$470 | 0.02% | 129 |
|
|
2024
Q1 | $44.4K | Sell |
281
-273
| -49% | -$43.1K | 0.02% | 127 |
|
|
2023
Q4 | $82.6K | Buy |
+554
| New | +$82.6K | 0.08% | 104 |
|
|
2020
Q3 | – | Sell |
-8,957
| Closed | -$799K | – | 102 |
|
|
2020
Q2 | $799K | Sell |
8,957
-547
| -6% | -$48.8K | 0.8% | 47 |
|
|
2020
Q1 | $689K | Buy |
9,504
+595
| +7% | +$43.1K | 0.75% | 50 |
|
|
2019
Q4 | $1.07M | Buy |
8,909
+3
| +0% | +$362 | 0.95% | 42 |
|
|
2019
Q3 | $1.06M | Sell |
8,906
-72
| -0.8% | -$8.54K | 1.06% | 33 |
|
|
2019
Q2 | $1.12M | Sell |
8,978
-362
| -4% | -$45K | 1.17% | 30 |
|
|
2019
Q1 | $1.15M | Sell |
9,340
-217
| -2% | -$26.7K | 1.24% | 28 |
|
|
2018
Q4 | $1.04M | Buy |
+9,557
| New | +$1.04M | 1.29% | 31 |
|