DFC
DB Fitzpatrick & Co’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
8,718
+128
| +1% | +$18.3K | 1.11% | 28 |
|
|
2025
Q1 | $1.44M | Sell |
8,590
-937
| -10% | -$157K | 1.37% | 16 |
|
|
2024
Q4 | $1.38M | Sell |
9,527
-184
| -2% | -$26.7K | 1.27% | 23 |
|
|
2024
Q3 | $1.43M | Sell |
9,711
-21
| -0.2% | -$3.09K | 1.25% | 29 |
|
|
2024
Q2 | $1.52M | Sell |
9,732
-22
| -0.2% | -$3.44K | 1.41% | 19 |
|
|
2024
Q1 | $1.54M | Buy |
+9,754
| New | +$1.54M | 1.41% | 19 |
|