Christensen King & Associates Investment Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,284
| Closed | -$213K | – | 102 |
|
|
2025
Q1 | $213K | Buy |
+1,284
| New | +$213K | 0.1% | 90 |
|
|
2024
Q4 | – | Sell |
-1,795
| Closed | -$264K | – | 94 |
|
|
2024
Q3 | $264K | Hold |
1,795
| – | – | 0.12% | 86 |
|
|
2024
Q2 | $281K | Sell |
1,795
-85
| -5% | -$13.3K | 0.14% | 77 |
|
|
2024
Q1 | $297K | Sell |
1,880
-11
| -0.6% | -$1.74K | 0.15% | 80 |
|
|
2023
Q4 | $282K | Buy |
+1,891
| New | +$282K | 0.15% | 79 |
|