DeDora Capital’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.39M | Buy |
16,658
+1,126
| +7% | +$161K | 0.62% | 40 |
|
2025
Q1 | $2.6M | Sell |
15,532
-255
| -2% | -$42.7K | 0.75% | 32 |
|
2024
Q4 | $2.29M | Buy |
15,787
+81
| +0.5% | +$11.7K | 0.63% | 39 |
|
2024
Q3 | $2.31M | Buy |
15,706
+256
| +2% | +$37.7K | 0.65% | 34 |
|
2024
Q2 | $2.42M | Buy |
15,450
+52
| +0.3% | +$8.13K | 0.74% | 31 |
|
2024
Q1 | $2.43M | Buy |
15,398
+253
| +2% | +$39.9K | 0.77% | 33 |
|
2023
Q4 | $2.26M | Buy |
15,145
+643
| +4% | +$95.9K | 0.79% | 33 |
|
2023
Q3 | $2.45M | Buy |
14,502
+1,222
| +9% | +$206K | 0.96% | 25 |
|
2023
Q2 | $2.09M | Buy |
13,280
+1,253
| +10% | +$197K | 0.81% | 32 |
|
2023
Q1 | $1.96M | Buy |
12,027
+441
| +4% | +$72K | 0.84% | 29 |
|
2022
Q4 | $2.08M | Buy |
11,586
+419
| +4% | +$75.2K | 0.99% | 24 |
|
2022
Q3 | $1.6M | Buy |
11,167
+403
| +4% | +$57.9K | 0.83% | 27 |
|
2022
Q2 | $1.56M | Buy |
10,764
+179
| +2% | +$25.9K | 0.78% | 31 |
|
2022
Q1 | $1.72M | Buy |
10,585
+5,659
| +115% | +$922K | 0.7% | 32 |
|
2021
Q4 | $578K | Buy |
4,926
+230
| +5% | +$27K | 0.33% | 40 |
|
2021
Q3 | $476K | Buy |
4,696
+644
| +16% | +$65.3K | 0.21% | 72 |
|
2021
Q2 | $424K | Sell |
4,052
-96
| -2% | -$10K | 0.18% | 71 |
|
2021
Q1 | $435K | Buy |
4,148
+409
| +11% | +$42.9K | 0.21% | 69 |
|
2020
Q4 | $316K | Buy |
3,739
+195
| +6% | +$16.5K | 0.16% | 78 |
|
2020
Q3 | $255K | Buy |
3,544
+77
| +2% | +$5.54K | 0.14% | 84 |
|
2020
Q2 | $309K | Buy |
3,467
+519
| +18% | +$46.3K | 0.19% | 78 |
|
2020
Q1 | $214K | Buy |
2,948
+34
| +1% | +$2.47K | 0.16% | 82 |
|
2019
Q4 | $351K | Buy |
2,914
+23
| +0.8% | +$2.77K | 0.21% | 72 |
|
2019
Q3 | $343K | Sell |
2,891
-27
| -0.9% | -$3.2K | 0.24% | 64 |
|
2019
Q2 | $363K | Buy |
2,918
+23
| +0.8% | +$2.86K | 0.26% | 65 |
|
2019
Q1 | $357K | Buy |
2,895
+134
| +5% | +$16.5K | 0.27% | 61 |
|
2018
Q4 | $300K | Sell |
2,761
-685
| -20% | -$74.4K | 0.27% | 62 |
|
2018
Q3 | $421K | Sell |
3,446
-270
| -7% | -$33K | 0.32% | 56 |
|
2018
Q2 | $470K | Buy |
3,716
+787
| +27% | +$99.5K | 0.37% | 57 |
|
2018
Q1 | $334K | Buy |
2,929
+2
| +0.1% | +$228 | 0.27% | 69 |
|
2017
Q4 | $366K | Buy |
+2,927
| New | +$366K | 0.3% | 63 |
|