Dopkins 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 | – | Sell |
-1,613
| Closed | -$270K | – | 85 |
|
|
2025
Q1 | $270K | Sell |
1,613
-3,500
| -68% | -$586K | 0.14% | 66 |
|
|
2024
Q4 | $741K | Buy |
5,113
+1,913
| +60% | +$277K | 0.38% | 45 |
|
|
2024
Q3 | $471K | Sell |
3,200
-395
| -11% | -$58.2K | 0.38% | 29 |
|
|
2024
Q2 | $562K | Buy |
3,595
+95
| +3% | +$14.9K | 0.34% | 40 |
|
|
2024
Q1 | $552K | Buy |
+3,500
| New | +$552K | 0.33% | 40 |
|
|
2023
Q4 | – | Sell |
-3,500
| Closed | -$590K | – | 48 |
|
|
2023
Q3 | $590K | Buy |
+3,500
| New | +$590K | 0.45% | 29 |
|