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	1,064 +1	+0.1%	+$153	0.09%	54
2024 Q3	$157K	Hold	1,063	–	–	0.09%	55
2024 Q2	$166K	Buy	1,063 +100	+10%	+$15.9K	0.1%	52
2024 Q1	$152K	Sell	963 -84	-8%	-$12.7K	0.1%	51
2023 Q4	$156K	Hold	1,047	–	–	0.1%	48
2023 Q3	$177K	Buy	1,047 +106	+11%	+$17.1K	0.12%	44
2023 Q2	$148K	Sell	941 -326	-26%	-$52.3K	0.05%	96
2023 Q1	$207K	Sell	1,267 -60	-5%	-$10.1K	0.07%	89
2022 Q4	$238K	Buy	1,327 +37	+3%	+$6.46K	0.1%	72
2022 Q3	$185K	Sell	1,290 -17	-1%	-$2.59K	0.15%	43
2022 Q2	$189	Hold	1,307	–	–	0.03%	44
2022 Q1	$213K	Sell	1,307 -329	-20%	-$47.2K	0.14%	44
2021 Q4	$192K	Buy	+1,636	New	+$186K	0.15%	40