Dorchester Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $514K | Sell |
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|
2024
Q3 | $542K | Hold |
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $643K | Buy |
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|
2023
Q4 | $589K | Hold |
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|
2023
Q3 | $666K | Hold |
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|
2023
Q2 | $622K | Hold |
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|
2023
Q1 | $644K | Hold |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $582K | Sell |
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|
2022
Q2 | $599K | Buy |
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|
2022
Q1 | $814K | Buy |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $382K | Hold |
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|
2021
Q1 | $382K | Buy |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Hold |
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|
2019
Q3 | $202K | Hold |
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|
2019
Q2 | $212K | Sell |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Sell |
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|
2018
Q2 | $255K | Hold |
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|
2018
Q1 | $230K | Sell |
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|
2017
Q4 | $269K | Hold |
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|
2017
Q3 | $253K | Hold |
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|
2017
Q2 | $224K | Hold |
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|
2017
Q1 | $231K | Sell |
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|
2016
Q4 | $282K | Hold |
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|
2016
Q3 | $247K | Hold |
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|
2016
Q2 | $252K | Hold |
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|
2016
Q1 | $229K | Hold |
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|
2015
Q4 | $216K | Hold |
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|
2015
Q3 | $253K | Hold |
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|
2015
Q2 | $289K | Buy |
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