Dixon Hubard Feinour & Brown’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$3.52M Sell
24,340
-284
-1% -$41.1K 0.42% 72
2022
Q1
$4.01M Buy
24,624
+251
+1% +$40.9K 0.4% 71
2021
Q4
$2.86M Buy
24,373
+15,803
+184% +$1.85M 0.28% 92
2021
Q3
$869K Sell
8,570
-1,930
-18% -$196K 0.18% 86
2021
Q2
$1.1M Sell
10,500
-17,805
-63% -$1.87M 0.23% 84
2021
Q1
$2.48M Buy
28,305
+13,464
+91% +$1.18M 0.31% 77
2020
Q4
$1.07M Hold
14,841
0.27% 72
2020
Q3
$1.07M Sell
14,841
-625
-4% -$45K 0.27% 72
2020
Q2
$1.38M Sell
15,466
-1,585
-9% -$141K 0.36% 59
2020
Q1
$1.24M Buy
17,051
+131
+0.8% +$9.5K 0.42% 49
2019
Q4
$2.04M Sell
16,920
-900
-5% -$108K 0.53% 47
2019
Q3
$2.11M Buy
17,820
+325
+2% +$38.5K 0.58% 45
2019
Q2
$2.18M Sell
17,495
-300
-2% -$37.3K 0.62% 45
2019
Q1
$2.19M Buy
17,795
+57
+0.3% +$7.02K 0.66% 41
2018
Q4
$1.93M Sell
17,738
-97
-0.5% -$10.6K 0.71% 41
2018
Q3
$2.18M Sell
17,835
-100
-0.6% -$12.2K 0.6% 48
2018
Q2
$2.27M Sell
17,935
-500
-3% -$63.2K 0.66% 46
2018
Q1
$2.1M Buy
18,435
+279
+2% +$31.8K 0.59% 49
2017
Q4
$2.27M Buy
18,156
+116
+0.6% +$14.5K 0.62% 48
2017
Q3
$2.12M Buy
18,040
+320
+2% +$37.6K 0.61% 50
2017
Q2
$1.85M Buy
17,720
+275
+2% +$28.7K 0.53% 54
2017
Q1
$1.87M Buy
17,445
+450
+3% +$48.3K 0.56% 51
2016
Q4
$2M Buy
16,995
+510
+3% +$60K 0.63% 46
2016
Q3
$1.7M Buy
16,485
+150
+0.9% +$15.4K 0.53% 54
2016
Q2
$1.71M Buy
16,335
+949
+6% +$99.5K 0.55% 53
2016
Q1
$1.57M Buy
15,386
+1,025
+7% +$105K 0.51% 56
2015
Q4
$1.29M Buy
14,361
+465
+3% +$41.8K 0.41% 65
2015
Q3
$1.1M Sell
13,896
-1,334
-9% -$105K 0.4% 62
2015
Q2
$1.47M Sell
15,230
-885
-5% -$85.4K 0.45% 62
2015
Q1
$1.69M Buy
16,115
+233
+1% +$24.5K 0.5% 57
2014
Q4
$1.78M Buy
15,882
+265
+2% +$29.7K 0.55% 55
2014
Q3
$1.86M Sell
15,617
-33
-0.2% -$3.94K 0.61% 48
2014
Q2
$2.04M Sell
15,650
-250
-2% -$32.6K 0.67% 46
2014
Q1
$1.89M Buy
15,900
+1,264
+9% +$150K 0.66% 46
2013
Q4
$1.83M Hold
14,636
0.68% 46
2013
Q3
$1.78M Sell
14,636
-195
-1% -$23.7K 0.75% 45
2013
Q2
$1.76M Buy
+14,831
New +$1.76M 0.78% 46