Dale Q Rice Investment Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$308K Sell
2,052
-2,052
-50% -$308K 0.26% 54
2025
Q1
$687K Hold
4,104
0.35% 43
2024
Q4
$594K Buy
+4,104
New +$594K 0.26% 46