Fidelity D&D Bancorp’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
3,878
-600
| -13% | -$85.9K | 0.34% | 44 |
|
|
2025
Q1 | $749K | Sell |
4,478
-50
| -1% | -$8.37K | 0.49% | 41 |
|
|
2024
Q4 | $656K | Buy |
4,528
+6
| +0.1% | +$869 | 0.44% | 40 |
|
|
2024
Q3 | $666K | Hold |
4,522
| – | – | 0.44% | 39 |
|
|
2024
Q2 | $707K | Hold |
4,522
| – | – | 0.54% | 37 |
|
|
2024
Q1 | $713K | Sell |
4,522
-604
| -12% | -$95.3K | 0.54% | 37 |
|
|
2023
Q4 | $765K | Sell |
5,126
-78
| -1% | -$11.6K | 0.59% | 37 |
|
|
2023
Q3 | $877K | Buy |
+5,204
| New | +$877K | 0.9% | 30 |
|
|
2023
Q1 | $713K | Buy |
+4,522
| New | +$713K | 0.54% | 37 |
|