DA
Doliver Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
7,797
-68
| -0.9% | -$9.74K | 0.31% | 60 |
|
|
2025
Q1 | $1.32M | Sell |
7,865
-119
| -1% | -$19.9K | 0.37% | 42 |
|
|
2024
Q4 | $1.16M | Buy |
7,984
+70
| +0.9% | +$10.1K | 0.32% | 53 |
|
|
2024
Q3 | $1.17M | Buy |
7,914
+2
| +0% | +$295 | 0.32% | 55 |
|
|
2024
Q2 | $1.24M | Sell |
7,912
-54
| -0.7% | -$8.45K | 0.35% | 50 |
|
|
2024
Q1 | $1.26M | Buy |
7,966
+34
| +0.4% | +$5.36K | 0.35% | 50 |
|
|
2023
Q4 | $1.18M | Buy |
7,932
+436
| +6% | +$65K | 0.36% | 54 |
|
|
2023
Q3 | $1.26M | Buy |
7,496
+51
| +0.7% | +$8.6K | 0.38% | 41 |
|
|
2023
Q2 | $1.17M | Sell |
7,445
-49
| -0.7% | -$7.71K | 0.36% | 56 |
|
|
2023
Q1 | $1.22M | Buy |
7,494
+226
| +3% | +$36.9K | 0.38% | 42 |
|
|
2022
Q4 | $1.3M | Sell |
7,268
-457
| -6% | -$82K | 0.43% | 35 |
|
|
2022
Q3 | $1.11M | Sell |
7,725
-62
| -0.8% | -$8.91K | 0.41% | 40 |
|
|
2022
Q2 | $1.13M | Sell |
7,787
-1,384
| -15% | -$200K | 0.4% | 43 |
|
|
2022
Q1 | $1.49M | Sell |
9,171
-2,767
| -23% | -$450K | 0.47% | 35 |
|
|
2021
Q4 | $1.62M | Sell |
11,938
-1,988
| -14% | -$270K | 0.51% | 30 |
|
|
2021
Q3 | $1.41M | Buy |
13,926
+1,545
| +12% | +$157K | 0.47% | 37 |
|
|
2021
Q2 | $1.3M | Buy |
12,381
+257
| +2% | +$26.9K | 0.43% | 39 |
|
|
2021
Q1 | $1.27M | Buy |
12,124
+137
| +1% | +$14.4K | 0.47% | 40 |
|
|
2020
Q4 | $1.01M | Buy |
11,987
+1,801
| +18% | +$152K | 0.45% | 41 |
|
|
2020
Q3 | $733K | Buy |
10,186
+2,515
| +33% | +$181K | 0.37% | 53 |
|
|
2020
Q2 | $684K | Buy |
7,671
+266
| +4% | +$23.7K | 0.31% | 53 |
|
|
2020
Q1 | $664K | Sell |
7,405
-335
| -4% | -$30K | 0.33% | 45 |
|
|
2019
Q4 | $933K | Sell |
7,740
-350
| -4% | -$42.2K | 0.37% | 35 |
|
|
2019
Q3 | $941K | Buy |
8,090
+357
| +5% | +$41.5K | 0.38% | 38 |
|
|
2019
Q2 | $962K | Sell |
7,733
-26
| -0.3% | -$3.23K | 0.38% | 31 |
|
|
2019
Q1 | $956K | Buy |
7,759
+1
| +0% | +$123 | 0.39% | 29 |
|
|
2018
Q4 | $844K | Sell |
7,758
-30
| -0.4% | -$3.26K | 0.41% | 26 |
|
|
2018
Q3 | $952K | Buy |
7,788
+90
| +1% | +$11K | 0.39% | 32 |
|
|
2018
Q2 | $973K | Buy |
7,698
+930
| +14% | +$118K | 0.41% | 30 |
|
|
2018
Q1 | $772K | Buy |
6,768
+80
| +1% | +$9.13K | 0.34% | 36 |
|
|
2017
Q4 | $837K | Sell |
6,688
-100
| -1% | -$12.5K | 0.34% | 39 |
|
|
2017
Q3 | $798K | Buy |
+6,788
| New | +$798K | 0.36% | 64 |
|