DA
DCM Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,000
| Closed | -$447K | – | 88 |
|
|
2023
Q4 | $447K | Buy |
+3,000
| New | +$447K | 0.16% | 80 |
|
|
2022
Q4 | – | Sell |
-8,131
| Closed | -$1.17M | – | 102 |
|
|
2022
Q3 | $1.17M | Sell |
8,131
-1,388
| -15% | -$199K | 0.59% | 42 |
|
|
2022
Q2 | $1.38M | Buy |
9,519
+530
| +6% | +$76.7K | 0.6% | 47 |
|
|
2022
Q1 | $1.46M | Buy |
8,989
+6,317
| +236% | +$1.03M | 0.52% | 51 |
|
|
2021
Q4 | $314K | Buy |
+2,672
| New | +$314K | 0.09% | 174 |
|
|
2021
Q3 | – | Sell |
-13,211
| Closed | -$1.38M | – | 296 |
|
|
2021
Q2 | $1.38M | Buy |
13,211
+717
| +6% | +$75.1K | 0.79% | 33 |
|
|
2021
Q1 | $1.31M | Sell |
12,494
-17,315
| -58% | -$1.81M | 0.76% | 35 |
|
|
2020
Q4 | $2.52M | Buy |
+29,809
| New | +$2.52M | 1.47% | 8 |
|