RE Dickinson Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.54M | Buy |
1,064
+1
| +0.1% | +$1.45K | 0.09% | 54 |
|
|
2024
Q3 | $157K | Hold |
1,063
| – | – | 0.09% | 55 |
|
|
2024
Q2 | $166K | Buy |
1,063
+100
| +10% | +$15.6K | 0.1% | 51 |
|
|
2024
Q1 | $152K | Sell |
963
-84
| -8% | -$13.3K | 0.1% | 51 |
|
|
2023
Q4 | $156K | Hold |
1,047
| – | – | 0.1% | 48 |
|
|
2023
Q3 | $177K | Buy |
1,047
+106
| +11% | +$17.9K | 0.12% | 44 |
|
|
2023
Q2 | $148K | Sell |
941
-326
| -26% | -$51.3K | 0.05% | 96 |
|
|
2023
Q1 | $207K | Sell |
1,267
-60
| -5% | -$9.8K | 0.07% | 89 |
|
|
2022
Q4 | $238K | Buy |
1,327
+37
| +3% | +$6.64K | 0.1% | 72 |
|
|
2022
Q3 | $185K | Sell |
1,290
-17
| -1% | -$2.44K | 0.15% | 43 |
|
|
2022
Q2 | $189 | Hold |
1,307
| – | – | 0.03% | 44 |
|
|
2022
Q1 | $213K | Sell |
1,307
-329
| -20% | -$53.6K | 0.14% | 44 |
|
|
2021
Q4 | $192K | Buy |
+1,636
| New | +$192K | 0.15% | 40 |
|