BKM Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
15,383
+197
| +1% | +$28.2K | 0.86% | 32 |
|
|
2025
Q1 | $2.54M | Buy |
15,186
+948
| +7% | +$159K | 1.05% | 26 |
|
|
2024
Q4 | $2.06M | Buy |
14,238
+89
| +0.6% | +$12.9K | 0.85% | 32 |
|
|
2024
Q3 | $2.08M | Buy |
14,149
+787
| +6% | +$116K | 0.85% | 30 |
|
|
2024
Q2 | $2.09M | Sell |
13,362
-137
| -1% | -$21.4K | 1.01% | 24 |
|
|
2024
Q1 | $2.13M | Buy |
13,499
+2,887
| +27% | +$455K | 0.92% | 25 |
|
|
2023
Q4 | $1.58M | Buy |
+10,612
| New | +$1.58M | 0.67% | 39 |
|