Kathmere Capital 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 | $602K | Sell |
4,208
-1,243
| -23% | -$178K | 0.05% | 243 |
|
|
2025
Q1 | $912K | Buy |
5,451
+2,692
| +98% | +$450K | 0.08% | 156 |
|
|
2024
Q4 | $400K | Buy |
2,759
+547
| +25% | +$79.2K | 0.04% | 271 |
|
|
2024
Q3 | $326K | Sell |
2,212
-547
| -20% | -$80.6K | 0.03% | 278 |
|
|
2024
Q2 | $432K | Buy |
2,759
+167
| +6% | +$26.1K | 0.05% | 196 |
|
|
2024
Q1 | $409K | Sell |
2,592
-50
| -2% | -$7.89K | 0.05% | 188 |
|
|
2023
Q4 | $394K | Buy |
2,642
+168
| +7% | +$25.1K | 0.05% | 164 |
|
|
2023
Q3 | $417K | Sell |
2,474
-1,192
| -33% | -$201K | 0.06% | 144 |
|
|
2023
Q2 | $577K | Buy |
3,666
+2,110
| +136% | +$332K | 0.09% | 105 |
|
|
2023
Q1 | $254K | Buy |
1,556
+20
| +1% | +$3.26K | 0.04% | 171 |
|
|
2022
Q4 | $276K | Buy |
+1,536
| New | +$276K | 0.05% | 153 |
|
|
2021
Q1 | – | Sell |
-540
| Closed | -$46K | – | 196 |
|
|
2020
Q4 | $46K | Buy |
540
+75
| +16% | +$6.39K | 0.01% | 241 |
|
|
2020
Q3 | $33K | Buy |
+465
| New | +$33K | 0.01% | 241 |
|