DBIA
Dumont & Blake Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
8,414
+24
| +0.3% | +$3.44K | 0.31% | 80 |
|
|
2025
Q1 | $1.4M | Sell |
8,390
-424
| -5% | -$70.9K | 0.39% | 68 |
|
|
2024
Q4 | $1.28M | Sell |
8,814
-678
| -7% | -$98.2K | 0.34% | 74 |
|
|
2024
Q3 | $1.4M | Sell |
9,492
-9,904
| -51% | -$1.46M | 0.37% | 72 |
|
|
2024
Q2 | $3.03M | Buy |
19,396
+9,599
| +98% | +$1.5M | 0.43% | 65 |
|
|
2024
Q1 | $1.55M | Sell |
9,797
-35
| -0.4% | -$5.52K | 0.44% | 61 |
|
|
2023
Q4 | $1.47M | Sell |
9,832
-433
| -4% | -$64.6K | 0.45% | 58 |
|
|
2023
Q3 | $1.73M | Buy |
10,265
+126
| +1% | +$21.2K | 0.59% | 45 |
|
|
2023
Q2 | $1.6M | Sell |
10,139
-228
| -2% | -$35.9K | 0.52% | 49 |
|
|
2023
Q1 | $1.69M | Sell |
10,367
-1,035
| -9% | -$169K | 0.57% | 46 |
|
|
2022
Q4 | $2.05M | Sell |
11,402
-42
| -0.4% | -$7.54K | 0.72% | 37 |
|
|
2022
Q3 | $1.64M | Buy |
11,444
+32
| +0.3% | +$4.6K | 0.62% | 44 |
|
|
2022
Q2 | $1.65M | Sell |
11,412
-15
| -0.1% | -$2.17K | 0.54% | 52 |
|
|
2022
Q1 | $1.86M | Sell |
11,427
-141
| -1% | -$23K | 0.51% | 52 |
|
|
2021
Q4 | $1.36M | Hold |
11,568
| – | – | 0.35% | 83 |
|
|
2021
Q3 | $1.17M | Sell |
11,568
-110
| -0.9% | -$11.2K | 0.34% | 83 |
|
|
2021
Q2 | $1.22M | Buy |
11,678
+45
| +0.4% | +$4.71K | 0.35% | 84 |
|
|
2021
Q1 | $1.22M | Buy |
11,633
+90
| +0.8% | +$9.43K | 0.37% | 81 |
|
|
2020
Q4 | $975K | Sell |
11,543
-282
| -2% | -$23.8K | 0.33% | 85 |
|
|
2020
Q3 | $851K | Buy |
11,825
+55
| +0.5% | +$3.96K | 0.32% | 92 |
|
|
2020
Q2 | $1.05M | Sell |
11,770
-120
| -1% | -$10.7K | 0.44% | 68 |
|
|
2020
Q1 | $862K | Sell |
11,890
-230
| -2% | -$16.7K | 0.44% | 66 |
|
|
2019
Q4 | $1.46M | Hold |
12,120
| – | – | 0.57% | 48 |
|
|
2019
Q3 | $1.44M | Sell |
12,120
-35
| -0.3% | -$4.15K | 0.6% | 46 |
|
|
2019
Q2 | $1.51M | Buy |
12,155
+50
| +0.4% | +$6.22K | 0.63% | 43 |
|
|
2019
Q1 | $1.49M | Sell |
12,105
-25
| -0.2% | -$3.08K | 0.63% | 47 |
|
|
2018
Q4 | $1.32M | Sell |
12,130
-645
| -5% | -$70.2K | 0.62% | 46 |
|
|
2018
Q3 | $1.56M | Buy |
12,775
+575
| +5% | +$70.3K | 0.61% | 45 |
|
|
2018
Q2 | $1.54M | Sell |
12,200
-125
| -1% | -$15.8K | 0.65% | 43 |
|
|
2018
Q1 | $1.41M | Sell |
12,325
-50
| -0.4% | -$5.7K | 0.6% | 47 |
|
|
2017
Q4 | $1.55M | Sell |
12,375
-140
| -1% | -$17.5K | 0.63% | 43 |
|
|
2017
Q3 | $1.47M | Sell |
12,515
-82
| -0.7% | -$9.64K | 0.63% | 45 |
|
|
2017
Q2 | $1.31M | Sell |
12,597
-115
| -0.9% | -$12K | 0.58% | 50 |
|
|
2017
Q1 | $1.37M | Sell |
12,712
-45
| -0.4% | -$4.83K | 0.62% | 47 |
|
|
2016
Q4 | $1.5M | Buy |
12,757
+60
| +0.5% | +$7.06K | 0.7% | 40 |
|
|
2016
Q3 | $1.31M | Sell |
12,697
-45
| -0.4% | -$4.63K | 0.64% | 45 |
|
|
2016
Q2 | $1.34M | Sell |
12,742
-225
| -2% | -$23.6K | 0.67% | 45 |
|
|
2016
Q1 | $1.24M | Sell |
12,967
-160
| -1% | -$15.3K | 0.64% | 49 |
|
|
2015
Q4 | $1.18M | Sell |
13,127
-18
| -0.1% | -$1.62K | 0.6% | 55 |
|
|
2015
Q3 | $1.04M | Sell |
13,145
-2,263
| -15% | -$179K | 0.56% | 66 |
|
|
2015
Q2 | $1.49M | Buy |
15,408
+40
| +0.3% | +$3.86K | 0.73% | 45 |
|
|
2015
Q1 | $1.61M | Buy |
15,368
+202
| +1% | +$21.2K | 0.78% | 46 |
|
|
2014
Q4 | $1.7M | Buy |
15,166
+1,015
| +7% | +$114K | 0.84% | 37 |
|
|
2014
Q3 | $1.69M | Sell |
14,151
-50
| -0.4% | -$5.96K | 0.87% | 33 |
|
|
2014
Q2 | $1.85M | Sell |
14,201
-310
| -2% | -$40.5K | 0.93% | 31 |
|
|
2014
Q1 | $1.73M | Sell |
14,511
-430
| -3% | -$51.1K | 0.9% | 35 |
|
|
2013
Q4 | $1.87M | Sell |
14,941
-1,371
| -8% | -$171K | 0.96% | 29 |
|
|
2013
Q3 | $1.98M | Sell |
16,312
-175
| -1% | -$21.3K | 0.94% | 30 |
|
|
2013
Q2 | $1.95M | Buy |
+16,487
| New | +$1.95M | 1.17% | 25 |
|