RDFA
Ritter Daniher Financial Advisory’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Buy |
3,381
+484
| +17% | +$69.3K | 0.12% | 53 |
|
|
2025
Q1 | $485K | Sell |
2,897
-125
| -4% | -$20.9K | 0.13% | 49 |
|
|
2024
Q4 | $438K | Buy |
3,022
+125
| +4% | +$18.1K | 0.12% | 51 |
|
|
2024
Q3 | $427K | Sell |
2,897
-350
| -11% | -$51.5K | 0.12% | 56 |
|
|
2024
Q2 | $508K | Sell |
3,247
-110
| -3% | -$17.2K | 0.16% | 46 |
|
|
2024
Q1 | $530K | Sell |
3,357
-650
| -16% | -$103K | 0.18% | 46 |
|
|
2023
Q4 | $598K | Sell |
4,007
-66
| -2% | -$9.84K | 0.22% | 43 |
|
|
2023
Q3 | $687K | Buy |
4,073
+6
| +0.1% | +$1.01K | 0.29% | 34 |
|
|
2023
Q2 | $640K | Buy |
4,067
+43
| +1% | +$6.77K | 0.27% | 37 |
|
|
2023
Q1 | $657K | Buy |
4,024
+306
| +8% | +$49.9K | 0.29% | 33 |
|
|
2022
Q4 | $667K | Sell |
3,718
-48
| -1% | -$8.62K | 0.32% | 36 |
|
|
2022
Q3 | $541K | Buy |
3,766
+323
| +9% | +$46.4K | 0.39% | 36 |
|
|
2022
Q2 | $498K | Sell |
3,443
-141
| -4% | -$20.4K | 0.35% | 33 |
|
|
2022
Q1 | $584K | Sell |
3,584
-217
| -6% | -$35.4K | 0.4% | 28 |
|
|
2021
Q4 | $446K | Hold |
3,801
| – | – | 0.3% | 33 |
|
|
2021
Q3 | $386K | Hold |
3,801
| – | – | 0.28% | 35 |
|
|
2021
Q2 | $398K | Hold |
3,801
| – | – | 0.3% | 32 |
|
|
2021
Q1 | $398K | Hold |
3,801
| – | – | 0.32% | 31 |
|
|
2020
Q4 | $321K | Buy |
+3,801
| New | +$321K | 0.28% | 34 |
|