DIM
Delta Investment Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
17,585
-240
| -1% | -$34.4K | 0.48% | 41 |
|
|
2025
Q1 | $2.98M | Buy |
17,825
+1,175
| +7% | +$197K | 0.6% | 37 |
|
|
2024
Q4 | $2.41M | Sell |
16,650
-493
| -3% | -$71.4K | 0.47% | 42 |
|
|
2024
Q3 | $2.52M | Sell |
17,143
-30
| -0.2% | -$4.42K | 0.51% | 36 |
|
|
2024
Q2 | $2.69M | Buy |
17,173
+186
| +1% | +$29.1K | 0.59% | 31 |
|
|
2024
Q1 | $2.68M | Buy |
16,987
+157
| +0.9% | +$24.8K | 0.61% | 31 |
|
|
2023
Q4 | $2.51M | Buy |
16,830
+425
| +3% | +$63.4K | 0.62% | 31 |
|
|
2023
Q3 | $2.77M | Buy |
16,405
+674
| +4% | +$114K | 0.77% | 25 |
|
|
2023
Q2 | $2.48M | Sell |
15,731
-154
| -1% | -$24.2K | 0.68% | 30 |
|
|
2023
Q1 | $2.59M | Buy |
15,885
+392
| +3% | +$64K | 0.74% | 25 |
|
|
2022
Q4 | $2.78M | Buy |
15,493
+32
| +0.2% | +$5.74K | 0.9% | 27 |
|
|
2022
Q3 | $2.22M | Sell |
15,461
-2
| -0% | -$287 | 0.96% | 29 |
|
|
2022
Q2 | $2.24M | Sell |
15,463
-8
| -0.1% | -$1.16K | 1.02% | 29 |
|
|
2022
Q1 | $2.52M | Sell |
15,471
-48
| -0.3% | -$7.82K | 0.75% | 33 |
|
|
2021
Q4 | $1.82M | Buy |
15,519
+302
| +2% | +$35.4K | 0.52% | 55 |
|
|
2021
Q3 | $1.54M | Sell |
15,217
-2
| -0% | -$203 | 0.49% | 59 |
|
|
2021
Q2 | $1.59M | Buy |
15,219
+3
| +0% | +$314 | 0.47% | 57 |
|
|
2021
Q1 | $1.59M | Sell |
15,216
-3,046
| -17% | -$319K | 0.51% | 57 |
|
|
2020
Q4 | $1.54M | Sell |
18,262
-1,875
| -9% | -$158K | 0.5% | 62 |
|
|
2020
Q3 | $1.45M | Buy |
20,137
+1,505
| +8% | +$108K | 0.78% | 28 |
|
|
2020
Q2 | $1.66M | Buy |
18,632
+3,698
| +25% | +$330K | 0.69% | 52 |
|
|
2020
Q1 | $1.08M | Sell |
14,934
-444
| -3% | -$32.2K | 0.83% | 26 |
|
|
2019
Q4 | $1.85M | Buy |
15,378
+13,563
| +747% | +$1.63M | 0.67% | 45 |
|
|
2019
Q3 | $215K | Sell |
1,815
-2,852
| -61% | -$338K | 0.11% | 111 |
|
|
2019
Q2 | $580K | Buy |
+4,667
| New | +$580K | 0.33% | 52 |
|