Dogwood Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
5,503
+847
| +18% | +$130K | 0.41% | 47 |
|
|
2025
Q1 | $779K | Buy |
4,656
+4,095
| +730% | +$685K | 0.41% | 46 |
|
|
2024
Q4 | $81.3K | Buy |
561
+5
| +0.9% | +$725 | 0.04% | 105 |
|
|
2024
Q3 | $81.9K | Buy |
556
+6
| +1% | +$884 | 0.05% | 105 |
|
|
2024
Q2 | $86K | Buy |
550
+6
| +1% | +$938 | 0.05% | 103 |
|
|
2024
Q1 | $85.8K | Buy |
544
+6
| +1% | +$946 | 0.06% | 115 |
|
|
2023
Q4 | $80.3K | Buy |
+538
| New | +$80.3K | 0.06% | 106 |
|