SDH
Sloy Dahl & Holst’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Sell |
4,562
-40
| -0.9% | -$5.73K | 0.09% | 53 |
|
|
2025
Q1 | $770K | Hold |
4,602
| – | – | 0.13% | 49 |
|
|
2024
Q4 | $667K | Buy |
4,602
+70
| +2% | +$10.1K | 0.08% | 50 |
|
|
2024
Q3 | $667K | Buy |
4,532
+445
| +11% | +$65.5K | 0.11% | 43 |
|
|
2024
Q2 | $639K | Hold |
4,087
| – | – | 0.13% | 37 |
|
|
2024
Q1 | $645K | Buy |
4,087
+135
| +3% | +$21.3K | 0.15% | 38 |
|
|
2023
Q4 | $589K | Buy |
3,952
+400
| +11% | +$59.7K | 0.12% | 39 |
|
|
2023
Q3 | $599K | Hold |
3,552
| – | – | 0.13% | 34 |
|
|
2023
Q2 | $559K | Hold |
3,552
| – | – | 0.1% | 36 |
|
|
2023
Q1 | $580K | Buy |
3,552
+115
| +3% | +$18.8K | 0.13% | 31 |
|
|
2022
Q4 | $617K | Sell |
3,437
-1,502
| -30% | -$270K | 0.22% | 30 |
|
|
2022
Q3 | $710K | Sell |
4,939
-120
| -2% | -$17.3K | 0.15% | 33 |
|
|
2022
Q2 | $732K | Sell |
5,059
-171
| -3% | -$24.7K | 0.17% | 35 |
|
|
2022
Q1 | $852K | Buy |
5,230
+82
| +2% | +$13.4K | 0.14% | 34 |
|
|
2021
Q4 | $522K | Hold |
5,148
| – | – | 0.11% | 46 |
|
|
2021
Q3 | $522K | Buy |
5,148
+1,841
| +56% | +$187K | 0.11% | 46 |
|
|
2021
Q2 | $346K | Sell |
3,307
-1,838
| -36% | -$192K | 0.05% | 44 |
|
|
2021
Q1 | $539K | Buy |
5,145
+1,872
| +57% | +$196K | 0.08% | 38 |
|
|
2020
Q4 | $380K | Buy |
3,273
+166
| +5% | +$19.3K | 0.18% | 31 |
|
|
2020
Q3 | $220K | Hold |
3,107
| – | – | 0.08% | 35 |
|
|
2020
Q2 | $277K | Hold |
3,107
| – | – | 0.13% | 32 |
|
|
2020
Q1 | $225K | Sell |
3,107
-166
| -5% | -$12K | 0.17% | 33 |
|
|
2019
Q4 | $394K | Buy |
+3,273
| New | +$394K | 0.37% | 26 |
|