Dixon Fnancial Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$919K Buy
6,418
+6
+0.1% +$859 0.46% 16
2025
Q1
$1.07M Sell
6,412
-361
-5% -$60.4K 0.58% 16
2024
Q4
$981K Sell
6,773
-367
-5% -$53.2K 0.53% 15
2024
Q3
$1.05M Buy
7,140
+6
+0.1% +$884 0.56% 15
2024
Q2
$1.12M Buy
7,134
+4
+0.1% +$626 0.63% 14
2024
Q1
$1.12M Buy
7,130
+5
+0.1% +$789 0.62% 15
2023
Q4
$1.06M Sell
7,125
-95
-1% -$14.2K 0.65% 11
2023
Q3
$1.22M Buy
7,220
+128
+2% +$21.6K 0.82% 10
2023
Q2
$1.12M Buy
7,092
+1,274
+22% +$200K 0.73% 11
2023
Q1
$949K Sell
5,818
-88
-1% -$14.4K 0.64% 11
2022
Q4
$1.06M Sell
5,906
-796
-12% -$143K 0.75% 10
2022
Q3
$963K Buy
6,702
+213
+3% +$30.6K 0.76% 10
2022
Q2
$940K Sell
6,489
-573
-8% -$83K 0.69% 10
2022
Q1
$1.15M Sell
7,062
-7,314
-51% -$1.19M 0.88% 9
2021
Q4
$1.69M Buy
+14,376
New +$1.69M 1.23% 9