Deseret Mutual Benefit Administrators’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Hold |
4,576
| – | – | 0.31% | 55 |
|
|
2025
Q1 | $766K | Buy |
4,576
+135
| +3% | +$22.6K | 0.38% | 47 |
|
|
2024
Q4 | $643K | Buy |
4,441
+238
| +6% | +$34.5K | 0.32% | 50 |
|
|
2024
Q3 | $619K | Buy |
4,203
+336
| +9% | +$49.5K | 0.32% | 51 |
|
|
2024
Q2 | $605K | Buy |
3,867
+307
| +9% | +$48K | 0.28% | 52 |
|
|
2024
Q1 | $562K | Buy |
3,560
+378
| +12% | +$59.6K | 0.28% | 56 |
|
|
2023
Q4 | $475K | Sell |
3,182
-558
| -15% | -$83.2K | 0.27% | 58 |
|
|
2023
Q3 | $631K | Sell |
3,740
-521
| -12% | -$87.9K | 0.31% | 56 |
|
|
2023
Q2 | $670K | Hold |
4,261
| – | – | 0.26% | 56 |
|
|
2023
Q1 | $695K | Sell |
4,261
-408
| -9% | -$66.6K | 0.28% | 52 |
|
|
2022
Q4 | $838K | Sell |
4,669
-5,466
| -54% | -$981K | 0.34% | 38 |
|
|
2022
Q3 | $1.46M | Sell |
10,135
-4,245
| -30% | -$610K | 0.41% | 37 |
|
|
2022
Q2 | $2.08M | Sell |
14,380
-1,413
| -9% | -$205K | 0.47% | 35 |
|
|
2022
Q1 | $2.57M | Sell |
15,793
-3,936
| -20% | -$641K | 0.51% | 30 |
|
|
2021
Q4 | $2.32M | Sell |
19,729
-824
| -4% | -$96.7K | 0.39% | 44 |
|
|
2021
Q3 | $2.09M | Sell |
20,553
-5,658
| -22% | -$574K | 0.38% | 43 |
|
|
2021
Q2 | $2.75M | Buy |
+26,211
| New | +$2.75M | 0.66% | 14 |
|