Dakota Community Bank & Trust’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$225K Sell
1,344
-4
-0.3% -$669 1.08% 37
2024
Q4
$195K Sell
1,348
-27
-2% -$3.91K 0.93% 45
2024
Q3
$202K Sell
1,375
-367
-21% -$54K 1.02% 40
2024
Q2
$272K Hold
1,742
1.47% 25
2024
Q1
$275K Buy
1,742
+116
+7% +$18.3K 1.49% 26
2023
Q4
$243K Buy
1,626
+2
+0.1% +$298 1.36% 27
2023
Q3
$274K Sell
1,624
-21
-1% -$3.54K 1.74% 19
2023
Q2
$259K Buy
1,645
+51
+3% +$8.03K 1.53% 24
2023
Q1
$260K Sell
1,594
-325
-17% -$53K 1.61% 21
2022
Q4
$344K Sell
1,919
-10
-0.5% -$1.79K 1.95% 10
2022
Q3
$277K Buy
+1,929
New +$277K 1.92% 11