DFG
Dupree Financial Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.28M | Sell |
50,845
-917
| -2% | -$131K | 2.87% | 9 |
|
|
2025
Q1 | $8.66M | Buy |
51,762
+593
| +1% | +$99.2K | 3.52% | 7 |
|
|
2024
Q4 | $7.41M | Buy |
51,169
+371
| +0.7% | +$53.7K | 3.39% | 10 |
|
|
2024
Q3 | $7.48M | Buy |
50,798
+25
| +0% | +$3.68K | 2.99% | 9 |
|
|
2024
Q2 | $7.94M | Sell |
50,773
-11,032
| -18% | -$1.73M | 3.61% | 8 |
|
|
2024
Q1 | $9.75M | Sell |
61,805
-1,197
| -2% | -$189K | 4.34% | 6 |
|
|
2023
Q4 | $9.4M | Buy |
+63,002
| New | +$9.4M | 4.6% | 5 |
|