KBG
Kahn Brothers Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
2,053
| – | – | 0.06% | 37 |
|
|
2025
Q1 | $343K | Buy |
+2,053
| New | +$343K | 0.07% | 35 |
|
|
2024
Q3 | – | Sell |
-1,800
| Closed | -$282K | – | 53 |
|
|
2024
Q2 | $282K | Hold |
1,800
| – | – | 0.05% | 40 |
|
|
2024
Q1 | $284K | Sell |
1,800
-648
| -26% | -$102K | 0.04% | 43 |
|
|
2023
Q4 | $365K | Sell |
2,448
-800
| -25% | -$119K | 0.06% | 33 |
|
|
2023
Q3 | $548K | Hold |
3,248
| – | – | 0.09% | 28 |
|
|
2023
Q2 | $511K | Hold |
3,248
| – | – | 0.07% | 30 |
|
|
2023
Q1 | $530K | Hold |
3,248
| – | – | 0.08% | 29 |
|
|
2022
Q4 | $583K | Hold |
3,248
| – | – | 0.08% | 30 |
|
|
2022
Q3 | $467K | Hold |
3,248
| – | – | 0.07% | 30 |
|
|
2022
Q2 | $470K | Hold |
3,248
| – | – | 0.06% | 30 |
|
|
2022
Q1 | $529K | Sell |
3,248
-100
| -3% | -$16.3K | 0.07% | 32 |
|
|
2021
Q4 | $393K | Sell |
3,348
-600
| -15% | -$70.4K | 0.05% | 35 |
|
|
2021
Q3 | $401K | Hold |
3,948
| – | – | 0.06% | 37 |
|
|
2021
Q2 | $414K | Hold |
3,948
| – | – | 0.06% | 36 |
|
|
2021
Q1 | $414K | Hold |
3,948
| – | – | 0.06% | 32 |
|
|
2020
Q4 | $333K | Hold |
3,948
| – | – | 0.06% | 33 |
|
|
2020
Q3 | $284K | Buy |
3,948
+1,000
| +34% | +$72K | 0.05% | 33 |
|
|
2020
Q2 | $263K | Sell |
2,948
-428
| -13% | -$38.2K | 0.04% | 37 |
|
|
2020
Q1 | $245K | Sell |
3,376
-1,000
| -23% | -$72.5K | 0.04% | 37 |
|
|
2019
Q4 | $527K | Hold |
4,376
| – | – | 0.06% | 31 |
|
|
2019
Q3 | $519K | Sell |
4,376
-200
| -4% | -$23.7K | 0.07% | 31 |
|
|
2019
Q2 | $569K | Buy |
4,576
+428
| +10% | +$53.3K | 0.07% | 29 |
|
|
2019
Q1 | $511K | Hold |
4,148
| – | – | 0.08% | 26 |
|
|
2018
Q4 | $451K | Hold |
4,148
| – | – | 0.08% | 27 |
|
|
2018
Q3 | $507K | Sell |
4,148
-900
| -18% | -$110K | 0.08% | 28 |
|
|
2018
Q2 | $638K | Hold |
5,048
| – | – | 0.1% | 27 |
|
|
2018
Q1 | $576K | Buy |
5,048
+1,000
| +25% | +$114K | 0.09% | 27 |
|
|
2017
Q4 | $507K | Hold |
4,048
| – | – | 0.08% | 28 |
|
|
2017
Q3 | $476K | Hold |
4,048
| – | – | 0.07% | 29 |
|
|
2017
Q2 | $422K | Sell |
4,048
-300
| -7% | -$31.3K | 0.06% | 30 |
|
|
2017
Q1 | $467K | Hold |
4,348
| – | – | 0.08% | 31 |
|
|
2016
Q4 | $512K | Hold |
4,348
| – | – | 0.09% | 30 |
|
|
2016
Q3 | $447K | Sell |
4,348
-200
| -4% | -$20.6K | 0.08% | 30 |
|
|
2016
Q2 | $477K | Sell |
4,548
-340
| -7% | -$35.6K | 0.09% | 30 |
|
|
2016
Q1 | $466K | Hold |
4,888
| – | – | 0.09% | 32 |
|
|
2015
Q4 | $440K | Hold |
4,888
| – | – | 0.08% | 33 |
|
|
2015
Q3 | $386K | Hold |
4,888
| – | – | 0.07% | 33 |
|
|
2015
Q2 | $472K | Sell |
4,888
-1,100
| -18% | -$106K | 0.08% | 34 |
|
|
2015
Q1 | $629K | Hold |
5,988
| – | – | 0.11% | 33 |
|
|
2014
Q4 | $672K | Sell |
5,988
-400
| -6% | -$44.9K | 0.12% | 33 |
|
|
2014
Q3 | $762K | Hold |
6,388
| – | – | 0.12% | 32 |
|
|
2014
Q2 | $834K | Sell |
6,388
-400
| -6% | -$52.2K | 0.12% | 31 |
|
|
2014
Q1 | $807K | Sell |
6,788
-300
| -4% | -$35.7K | 0.12% | 30 |
|
|
2013
Q4 | $885K | Hold |
7,088
| – | – | 0.15% | 28 |
|
|
2013
Q3 | $861K | Sell |
7,088
-880
| -11% | -$107K | 0.13% | 32 |
|
|
2013
Q2 | $943K | Buy |
+7,968
| New | +$943K | 0.15% | 30 |
|