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  Name: Chico Wealth RIA
  City: CHICO
  State: CA
  Zip: 95928
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $105,740,000
  Total Value Change : $9,764,000
  Securities Held Change : -4
   
All Securities Held : 30
  New Positions : 1
  Closed Positions : 5
  Increased Positions : 12
  Unchanged Positions : 12
  Decreased Positions : 5

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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (T)1 Year Chart         T AT&T Corp 35 Closed $17.27 $0 0 0% -285,000 -16,989 0    Long Distance Carriers
   (CVX)1 Year Chart         CVX Chevron Corp 34 Closed $159.97 $0 0 0% -362,000 -2,424 0    Integrated Oil & Gas
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 33 Closed $151.24 $0 0 0% -203,000 -1,298 0    Drug Manufacturers - ...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 32 Closed $39.62 $0 0 0% -217,000 -5,766 0    Telecom Services - Do...
   (BA)1 Year Chart         BA Boeing Co 31 Closed $184.78 $0 0 0% -444,000 -1,705 0    Aerospace/Defense - M...

      5 Records Found
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