DAS
Diversify Advisory Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82M | Buy |
44,145
+16,498
| +60% | +$2.55M | 0.26% | 62 |
|
|
2025
Q1 | $3.85M | Sell |
27,647
-3,899
| -12% | -$543K | 0.24% | 70 |
|
|
2024
Q4 | $4.83M | Sell |
31,546
-7,278
| -19% | -$1.11M | 0.27% | 56 |
|
|
2024
Q3 | $5.86M | Sell |
38,824
-2,168
| -5% | -$327K | 0.32% | 59 |
|
|
2024
Q2 | $6.27M | Sell |
40,992
-7,206
| -15% | -$1.1M | 0.34% | 54 |
|
|
2024
Q1 | $7.67M | Buy |
+48,198
| New | +$7.67M | 0.45% | 44 |
|