HDIM
Hanson & Doremus Investment Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $786K | Hold |
5,492
| – | – | 0.11% | 90 |
|
|
2025
Q1 | $919K | Sell |
5,492
-94
| -2% | -$15.7K | 0.13% | 88 |
|
|
2024
Q4 | $809K | Buy |
5,586
+1,200
| +27% | +$174K | 0.13% | 84 |
|
|
2024
Q3 | $646K | Sell |
4,386
-45
| -1% | -$6.63K | 0.1% | 93 |
|
|
2024
Q2 | $693K | Buy |
4,431
+242
| +6% | +$37.8K | 0.12% | 91 |
|
|
2024
Q1 | $661K | Sell |
4,189
-41
| -1% | -$6.47K | 0.11% | 97 |
|
|
2023
Q4 | $631K | Buy |
4,230
+77
| +2% | +$11.5K | 0.12% | 97 |
|
|
2023
Q3 | $700K | Sell |
4,153
-84
| -2% | -$14.2K | 0.14% | 90 |
|
|
2023
Q2 | $667K | Sell |
4,237
-87
| -2% | -$13.7K | 0.14% | 100 |
|
|
2023
Q1 | $706K | Sell |
4,324
-1,075
| -20% | -$176K | 0.16% | 90 |
|
|
2022
Q4 | $969K | Buy |
5,399
+645
| +14% | +$116K | 0.21% | 88 |
|
|
2022
Q3 | $683K | Buy |
4,754
+12
| +0.3% | +$1.72K | 0.18% | 86 |
|
|
2022
Q2 | $687K | Hold |
4,742
| – | – | 0.17% | 93 |
|
|
2022
Q1 | $772K | Hold |
4,742
| – | – | 0.17% | 96 |
|
|
2021
Q4 | $556K | Sell |
4,742
-478
| -9% | -$56K | 0.12% | 114 |
|
|
2021
Q3 | $530K | Sell |
5,220
-848
| -14% | -$86.1K | 0.12% | 111 |
|
|
2021
Q2 | $437K | Buy |
6,068
+238
| +4% | +$17.1K | 0.13% | 113 |
|
|
2021
Q1 | $611K | Sell |
5,830
-184
| -3% | -$19.3K | 0.14% | 111 |
|
|
2020
Q4 | $508K | Sell |
6,014
-54
| -0.9% | -$4.56K | 0.13% | 116 |
|
|
2020
Q3 | $437K | Sell |
6,068
-527
| -8% | -$38K | 0.13% | 113 |
|
|
2020
Q2 | $588K | Sell |
6,595
-453
| -6% | -$40.4K | 0.19% | 98 |
|
|
2020
Q1 | $511K | Buy |
7,048
+293
| +4% | +$21.2K | 0.17% | 103 |
|
|
2019
Q4 | $814K | Sell |
6,755
-179
| -3% | -$21.6K | 0.23% | 90 |
|
|
2019
Q3 | $822K | Buy |
6,934
+955
| +16% | +$113K | 0.26% | 87 |
|
|
2019
Q2 | $744K | Buy |
5,979
+280
| +5% | +$34.8K | 0.24% | 91 |
|
|
2019
Q1 | $702K | Sell |
5,699
-25
| -0.4% | -$3.08K | 0.23% | 93 |
|
|
2018
Q4 | $623K | Sell |
5,724
-277
| -5% | -$30.1K | 0.23% | 92 |
|
|
2018
Q3 | $734K | Sell |
6,001
-202
| -3% | -$24.7K | 0.23% | 93 |
|
|
2018
Q2 | $781K | Sell |
6,203
-485
| -7% | -$61.1K | 0.26% | 91 |
|
|
2018
Q1 | $763K | Buy |
6,688
+462
| +7% | +$52.7K | 0.24% | 97 |
|
|
2017
Q4 | $779K | Hold |
6,226
| – | – | 0.26% | 92 |
|
|
2017
Q3 | $732K | Sell |
6,226
-145
| -2% | -$17K | 0.26% | 98 |
|
|
2017
Q2 | $665K | Hold |
6,371
| – | – | 0.25% | 98 |
|
|
2017
Q1 | $684K | Sell |
6,371
-200
| -3% | -$21.5K | 0.27% | 95 |
|
|
2016
Q4 | $773K | Sell |
6,571
-200
| -3% | -$23.5K | 0.33% | 84 |
|
|
2016
Q3 | $697K | Sell |
6,771
-190
| -3% | -$19.6K | 0.32% | 88 |
|
|
2016
Q2 | $730K | Sell |
6,961
-47
| -0.7% | -$4.93K | 0.33% | 85 |
|
|
2016
Q1 | $669K | Buy |
7,008
+150
| +2% | +$14.3K | 0.3% | 87 |
|
|
2015
Q4 | $617K | Sell |
6,858
-268
| -4% | -$24.1K | 0.28% | 94 |
|
|
2015
Q3 | $562K | Sell |
7,126
-155
| -2% | -$12.2K | 0.27% | 96 |
|
|
2015
Q2 | $702K | Sell |
7,281
-300
| -4% | -$28.9K | 0.3% | 94 |
|
|
2015
Q1 | $796K | Buy |
7,581
+240
| +3% | +$25.2K | 0.34% | 87 |
|
|
2014
Q4 | $824K | Buy |
7,341
+338
| +5% | +$37.9K | 0.35% | 82 |
|
|
2014
Q3 | $836K | Sell |
7,003
-50
| -0.7% | -$5.97K | 0.38% | 78 |
|
|
2014
Q2 | $921K | Sell |
7,053
-50
| -0.7% | -$6.53K | 0.42% | 77 |
|
|
2014
Q1 | $845K | Sell |
7,103
-85
| -1% | -$10.1K | 0.4% | 82 |
|
|
2013
Q4 | $898K | Hold |
7,188
| – | – | 0.43% | 73 |
|
|
2013
Q3 | $873K | Buy |
7,188
+117
| +2% | +$14.2K | 0.44% | 75 |
|
|
2013
Q2 | $837K | Buy |
+7,071
| New | +$837K | 0.46% | 71 |
|