RE Dickinson Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $157K | Hold |
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|
2024
Q2 | $166K | Buy |
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|
2024
Q1 | $152K | Sell |
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|
2023
Q4 | $156K | Hold |
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|
2023
Q3 | $177K | Buy |
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|
2023
Q2 | $148K | Sell |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $189 | Hold |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $192K | Buy |
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