DIS
Diversified Investment Strategies’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $214K | Buy |
1,493
+15
| +1% | +$2.15K | 0.14% | 50 |
|
2025
Q1 | $247K | Hold |
1,478
| – | – | 0.17% | 48 |
|
2024
Q4 | $214K | Buy |
1,478
+42
| +3% | +$6.08K | 0.14% | 49 |
|
2024
Q3 | $211K | Hold |
1,436
| – | – | 0.14% | 48 |
|
2024
Q2 | $225K | Hold |
1,436
| – | – | 0.16% | 46 |
|
2024
Q1 | $226K | Hold |
1,436
| – | – | 0.15% | 47 |
|
2023
Q4 | $214K | Hold |
1,436
| – | – | 0.16% | 44 |
|
2023
Q3 | $242K | Hold |
1,436
| – | – | 0.18% | 43 |
|
2023
Q2 | $226K | Hold |
1,436
| – | – | 0.17% | 47 |
|
2023
Q1 | $234K | Hold |
1,436
| – | – | 0.17% | 44 |
|
2022
Q4 | $258K | Hold |
1,436
| – | – | 0.2% | 40 |
|
2022
Q3 | $206K | Hold |
1,436
| – | – | 0.17% | 42 |
|
2022
Q2 | $208K | Hold |
1,436
| – | – | 0.17% | 39 |
|
2022
Q1 | $234K | Buy |
+1,436
| New | +$234K | 0.16% | 39 |
|
2017
Q1 | – | Sell |
-1,758
| Closed | -$207K | – | 47 |
|
2016
Q4 | $207K | Buy |
+1,758
| New | +$207K | 0.22% | 43 |
|
2016
Q1 | – | Sell |
-1,623
| Closed | -$146K | – | 59 |
|
2015
Q4 | $146K | Buy |
+1,623
| New | +$146K | 0.17% | 53 |
|