Dorchester Wealth Management’s Chevron CVX Stock Holding History

Dorchester Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$514K	Sell	3,550 -130	-4%	-$18.8K	0.1%	86
2024 Q3	$542K	Hold	3,680	–	–	0.1%	93
2024 Q2	$576K	Sell	3,680 -395	-10%	-$61.8K	0.11%	88
2024 Q1	$643K	Buy	4,075 +125	+3%	+$19.7K	0.12%	92
2023 Q4	$589K	Hold	3,950	–	–	0.11%	92
2023 Q3	$666K	Hold	3,950	–	–	0.13%	89
2023 Q2	$622K	Hold	3,950	–	–	0.13%	87
2023 Q1	$644K	Hold	3,950	–	–	0.13%	89
2022 Q4	$709K	Sell	3,950 -100	-2%	-$17.9K	0.17%	75
2022 Q3	$582K	Sell	4,050 -90	-2%	-$12.9K	0.13%	94
2022 Q2	$599K	Buy	4,140 +140	+4%	+$20.3K	0.12%	95
2022 Q1	$814K	Buy	4,000 +50	+1%	+$10.2K	0.13%	80
2021 Q4	$464K	Buy	3,950 +350	+10%	+$41.1K	0.09%	98
2021 Q3	$365K	Sell	3,600 -50	-1%	-$5.07K	0.09%	107
2021 Q2	$382K	Hold	3,650	–	–	0.09%	113
2021 Q1	$382K	Buy	3,650 +50	+1%	+$5.23K	0.09%	109
2020 Q4	$304K	Buy	+3,600	New	+$304K	0.08%	115
2020 Q1	–	Sell	-1,700	Closed	-$205K	–	120
2019 Q4	$205K	Hold	1,700	–	–	0.06%	118
2019 Q3	$202K	Hold	1,700	–	–	0.06%	122
2019 Q2	$212K	Sell	1,700 -18	-1%	-$2.25K	0.06%	115
2019 Q1	$212K	Buy	+1,718	New	+$212K	0.06%	118
2018 Q4	–	Sell	-1,838	Closed	-$225K	–	120
2018 Q3	$225K	Sell	1,838 -182	-9%	-$22.3K	0.07%	105
2018 Q2	$255K	Hold	2,020	–	–	0.08%	92
2018 Q1	$230K	Sell	2,020 -130	-6%	-$14.8K	0.08%	95
2017 Q4	$269K	Hold	2,150	–	–	0.09%	91
2017 Q3	$253K	Hold	2,150	–	–	0.08%	91
2017 Q2	$224K	Hold	2,150	–	–	0.08%	94
2017 Q1	$231K	Sell	2,150 -250	-10%	-$26.9K	0.08%	93
2016 Q4	$282K	Hold	2,400	–	–	0.1%	86
2016 Q3	$247K	Hold	2,400	–	–	0.09%	92
2016 Q2	$252K	Hold	2,400	–	–	0.09%	95
2016 Q1	$229K	Hold	2,400	–	–	0.09%	101
2015 Q4	$216K	Hold	2,400	–	–	0.09%	102
2015 Q3	$253K	Hold	2,400	–	–	0.09%	100
2015 Q2	$289K	Buy	+2,400	New	+$289K	0.1%	103