Kapstone Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
3,585
-150
| -4% | -$21.5K | 0.26% | 59 |
|
|
2025
Q1 | $625K | Sell |
3,735
-46
| -1% | -$7.7K | 0.35% | 46 |
|
|
2024
Q4 | $589K | Sell |
3,781
-255
| -6% | -$39.7K | 0.31% | 53 |
|
|
2024
Q3 | $587K | Sell |
4,036
-219
| -5% | -$31.9K | 0.36% | 53 |
|
|
2024
Q2 | $666K | Sell |
4,255
-42
| -1% | -$6.57K | 0.44% | 40 |
|
|
2024
Q1 | $678K | Buy |
4,297
+81
| +2% | +$12.8K | 0.46% | 40 |
|
|
2023
Q4 | $626K | Buy |
4,216
+211
| +5% | +$31.3K | 0.49% | 38 |
|
|
2023
Q3 | $675K | Buy |
4,005
+185
| +5% | +$31.2K | 0.61% | 32 |
|
|
2023
Q2 | $620K | Buy |
3,820
+46
| +1% | +$7.47K | 0.51% | 39 |
|
|
2023
Q1 | $649K | Hold |
3,774
| – | – | 0.59% | 35 |
|
|
2022
Q4 | $638K | Buy |
+3,774
| New | +$638K | 0.58% | 38 |
|