Foster Dykema Cabot & Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Hold |
732
| – | – | 0.01% | 163 |
|
|
2025
Q1 | $122K | Sell |
732
-640
| -47% | -$107K | 0.01% | 148 |
|
|
2024
Q4 | $199K | Sell |
1,372
-463
| -25% | -$67.1K | 0.02% | 126 |
|
|
2024
Q3 | $270K | Buy |
1,835
+1,108
| +152% | +$163K | 0.02% | 106 |
|
|
2024
Q2 | $114K | Buy |
727
+250
| +52% | +$39.1K | 0.01% | 138 |
|
|
2024
Q1 | $75.2K | Sell |
477
-5
| -1% | -$789 | 0.01% | 158 |
|
|
2023
Q4 | $71.9K | Buy |
+482
| New | +$71.9K | 0.01% | 141 |
|