NDSI
Newman Dignan & Sheerar Inc’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
14,998
-68
| -0.5% | -$9.74K | 0.49% | 51 |
|
|
2025
Q1 | $2.52M | Buy |
15,066
+57
| +0.4% | +$9.54K | 0.69% | 39 |
|
|
2024
Q4 | $2.17M | Sell |
15,009
-556
| -4% | -$80.5K | 0.56% | 47 |
|
|
2024
Q3 | $2.34M | Buy |
15,565
+326
| +2% | +$49.1K | 0.56% | 47 |
|
|
2024
Q2 | $2.38M | Buy |
15,239
+54
| +0.4% | +$8.45K | 0.61% | 47 |
|
|
2024
Q1 | $2.4M | Sell |
15,185
-39
| -0.3% | -$6.15K | 0.64% | 43 |
|
|
2023
Q4 | $2.27M | Buy |
15,224
+17
| +0.1% | +$2.54K | 0.69% | 42 |
|
|
2023
Q3 | $2.56M | Sell |
15,207
-128
| -0.8% | -$21.6K | 0.84% | 36 |
|
|
2023
Q2 | $2.41M | Buy |
15,335
+184
| +1% | +$29K | 0.74% | 41 |
|
|
2023
Q1 | $2.47M | Buy |
15,151
+146
| +1% | +$23.8K | 0.79% | 36 |
|
|
2022
Q4 | $2.69M | Buy |
15,005
+4
| +0% | +$718 | 0.89% | 34 |
|
|
2022
Q3 | $2.16K | Buy |
15,001
+318
| +2% | +$46 | 0.34% | 38 |
|
|
2022
Q2 | $2.13M | Buy |
14,683
+46
| +0.3% | +$6.66K | 0.73% | 41 |
|
|
2022
Q1 | $2.38K | Buy |
14,637
+427
| +3% | +$70 | 0.46% | 40 |
|
|
2021
Q4 | $1.67M | Buy |
14,210
+1,087
| +8% | +$128K | 0.51% | 55 |
|
|
2021
Q3 | $1.33M | Buy |
13,123
+11
| +0.1% | +$1.12K | 0.38% | 64 |
|
|
2021
Q2 | $1.37M | Buy |
13,112
+772
| +6% | +$80.8K | 0.46% | 60 |
|
|
2021
Q1 | $1.29M | Sell |
12,340
-1,087
| -8% | -$114K | 0.47% | 60 |
|
|
2020
Q4 | $1.13K | Buy |
13,427
+796
| +6% | +$67 | 0.18% | 65 |
|
|
2020
Q3 | $909K | Sell |
12,631
-254
| -2% | -$18.3K | 0.38% | 66 |
|
|
2020
Q2 | $1.11M | Sell |
12,885
-110,503
| -90% | -$9.54M | 0.48% | 58 |
|
|
2020
Q1 | $1.02M | Buy |
123,388
+110,722
| +874% | +$914K | 0.53% | 49 |
|
|
2019
Q4 | $1.53K | Sell |
12,666
-92
| -0.7% | -$11 | 0.16% | 45 |
|
|
2019
Q3 | $1.51M | Sell |
12,758
-75
| -0.6% | -$8.89K | 0.71% | 37 |
|
|
2019
Q2 | $1.6K | Sell |
12,833
-580
| -4% | -$72 | 0.04% | 37 |
|
|
2019
Q1 | $1.65M | Buy |
13,413
+150
| +1% | +$18.5K | 0.66% | 37 |
|
|
2018
Q4 | $1.44K | Buy |
13,263
+330
| +3% | +$36 | 0.12% | 43 |
|
|
2018
Q3 | $1.62M | Sell |
12,933
-110
| -0.8% | -$13.8K | 0.71% | 42 |
|
|
2018
Q2 | $1.65K | Buy |
13,043
+100
| +0.8% | +$13 | 0.11% | 35 |
|
|
2018
Q1 | $1.55M | Sell |
12,943
-349
| -3% | -$41.8K | 0.78% | 38 |
|
|
2017
Q4 | $1.66M | Buy |
13,292
+175
| +1% | +$21.9K | 0.83% | 35 |
|
|
2017
Q3 | $1.54M | Buy |
13,117
+100
| +0.8% | +$11.7K | 0.82% | 35 |
|
|
2017
Q2 | $1.36M | Buy |
13,017
+200
| +2% | +$20.9K | 0.75% | 36 |
|
|
2017
Q1 | $1.38K | Buy |
12,817
+598
| +5% | +$64 | 0.61% | 40 |
|
|
2016
Q4 | $1.44M | Sell |
12,219
-215
| -2% | -$25.3K | 0.88% | 33 |
|
|
2016
Q3 | $1.28M | Sell |
12,434
-188
| -1% | -$19.4K | 0.8% | 35 |
|
|
2016
Q2 | $1.32M | Buy |
12,622
+75
| +0.6% | +$7.86K | 0.83% | 34 |
|
|
2016
Q1 | $1.2M | Buy |
12,547
+12
| +0.1% | +$1.15K | 0.87% | 34 |
|
|
2015
Q4 | $1.13M | Sell |
12,535
-50
| -0.4% | -$4.5K | 0.8% | 35 |
|
|
2015
Q3 | $993K | Sell |
12,585
-1,897
| -13% | -$150K | 0.64% | 36 |
|
|
2015
Q2 | $1.4M | Sell |
14,482
-644
| -4% | -$62.1K | 1.01% | 29 |
|
|
2015
Q1 | $1.59M | Sell |
15,126
-1,980
| -12% | -$208K | 1.13% | 24 |
|
|
2014
Q4 | $1.92K | Buy |
17,106
+543
| +3% | +$61 | 1.15% | 22 |
|
|
2014
Q3 | $1.98M | Buy |
16,563
+34
| +0.2% | +$4.06K | 1.48% | 20 |
|
|
2014
Q2 | $2.16K | Sell |
16,529
-2,040
| -11% | -$266 | 1.23% | 24 |
|
|
2014
Q1 | $2.21M | Buy |
18,569
+302
| +2% | +$35.9K | 1.57% | 15 |
|
|
2013
Q4 | $2.28K | Buy |
18,267
+37
| +0.2% | +$5 | 0.11% | 17 |
|
|
2013
Q3 | $2.22M | Buy |
18,230
+155
| +0.9% | +$18.8K | 1.72% | 13 |
|
|
2013
Q2 | $2.14K | Buy |
+18,075
| New | +$2.14K | 0.16% | 15 |
|