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 |
|