KIA
KCM Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.2M | Sell |
315,662
-8,762
| -3% | -$1.25M | 1.52% | 20 |
|
|
2025
Q1 | $54.3M | Sell |
324,424
-9,785
| -3% | -$1.64M | 1.95% | 9 |
|
|
2024
Q4 | $48.4M | Buy |
334,209
+378
| +0.1% | +$54.8K | 1.67% | 15 |
|
|
2024
Q3 | $49.2M | Sell |
333,831
-3,286
| -1% | -$484K | 1.67% | 11 |
|
|
2024
Q2 | $52.7M | Buy |
337,117
+5,567
| +2% | +$871K | 1.89% | 8 |
|
|
2024
Q1 | $52.3M | Buy |
331,550
+8,168
| +3% | +$1.29M | 1.93% | 7 |
|
|
2023
Q4 | $48.2M | Buy |
323,382
+6,549
| +2% | +$977K | 1.92% | 7 |
|
|
2023
Q3 | $53.4M | Sell |
316,833
-4,691
| -1% | -$791K | 2.3% | 5 |
|
|
2023
Q2 | $50.6M | Sell |
321,524
-4,862
| -1% | -$765K | 2.03% | 5 |
|
|
2023
Q1 | $53.3M | Buy |
326,386
+10,237
| +3% | +$1.67M | 2.16% | 5 |
|
|
2022
Q4 | $56.7M | Buy |
316,149
+12,855
| +4% | +$2.31M | 2.44% | 5 |
|
|
2022
Q3 | $43.6M | Buy |
303,294
+4,114
| +1% | +$591K | 2.01% | 7 |
|
|
2022
Q2 | $43.3M | Buy |
299,180
+11,143
| +4% | +$1.61M | 1.89% | 7 |
|
|
2022
Q1 | $46.9M | Buy |
288,037
+21,472
| +8% | +$3.5M | 1.72% | 9 |
|
|
2021
Q4 | $31.3M | Buy |
266,565
+15,504
| +6% | +$1.82M | 1.09% | 24 |
|
|
2021
Q3 | $25.5M | Buy |
251,061
+913
| +0.4% | +$92.6K | 1.01% | 29 |
|
|
2021
Q2 | $26.2M | Buy |
250,148
+14,550
| +6% | +$1.52M | 1.06% | 28 |
|
|
2021
Q1 | $24.7M | Buy |
235,598
+9,850
| +4% | +$1.03M | 1.09% | 28 |
|
|
2020
Q4 | $19.1M | Sell |
225,748
-9,585
| -4% | -$809K | 0.92% | 36 |
|
|
2020
Q3 | $16.9M | Sell |
235,333
-918
| -0.4% | -$66.1K | 0.94% | 34 |
|
|
2020
Q2 | $21.1M | Buy |
236,251
+17,331
| +8% | +$1.55M | 1.19% | 22 |
|
|
2020
Q1 | $15.9M | Sell |
218,920
-36,581
| -14% | -$2.65M | 1.07% | 27 |
|
|
2019
Q4 | $30.8M | Sell |
255,501
-2,603
| -1% | -$314K | 1.67% | 10 |
|
|
2019
Q3 | $30.6M | Buy |
258,104
+5,289
| +2% | +$627K | 1.78% | 9 |
|
|
2019
Q2 | $31.5M | Buy |
252,815
+3,655
| +1% | +$455K | 1.88% | 9 |
|
|
2019
Q1 | $30.7M | Buy |
249,160
+15,351
| +7% | +$1.89M | 1.99% | 8 |
|
|
2018
Q4 | $25.4M | Sell |
233,809
-2,738
| -1% | -$298K | 1.68% | 9 |
|
|
2018
Q3 | $28.9M | Sell |
236,547
-5,982
| -2% | -$731K | 1.66% | 8 |
|
|
2018
Q2 | $30.7M | Sell |
242,529
-5,693
| -2% | -$720K | 1.89% | 5 |
|
|
2018
Q1 | $28.3M | Sell |
248,222
-4,292
| -2% | -$489K | 1.72% | 6 |
|
|
2017
Q4 | $31.6M | Sell |
252,514
-7,981
| -3% | -$999K | 1.85% | 6 |
|
|
2017
Q3 | $30.6M | Buy |
260,495
+804
| +0.3% | +$94.5K | 1.87% | 6 |
|
|
2017
Q2 | $27.1M | Buy |
259,691
+1,030
| +0.4% | +$107K | 1.7% | 5 |
|
|
2017
Q1 | $27.8M | Buy |
258,661
+4,504
| +2% | +$484K | 1.77% | 6 |
|
|
2016
Q4 | $29.9M | Buy |
254,157
+4,934
| +2% | +$581K | 2.01% | 5 |
|
|
2016
Q3 | $25.7M | Buy |
249,223
+12,991
| +5% | +$1.34M | 1.76% | 7 |
|
|
2016
Q2 | $24.8M | Buy |
236,232
+5,182
| +2% | +$543K | 1.73% | 6 |
|
|
2016
Q1 | $22M | Buy |
231,050
+1,613
| +0.7% | +$154K | 1.62% | 8 |
|
|
2015
Q4 | $20.6M | Sell |
229,437
-21,035
| -8% | -$1.89M | 1.63% | 7 |
|
|
2015
Q3 | $19.8M | Sell |
250,472
-2,340
| -0.9% | -$185K | 1.64% | 5 |
|
|
2015
Q2 | $24.4M | Buy |
252,812
+3,774
| +2% | +$364K | 1.94% | 3 |
|
|
2015
Q1 | $26.1M | Buy |
249,038
+25,571
| +11% | +$2.68M | 2.09% | 3 |
|
|
2014
Q4 | $25.1M | Buy |
223,467
+26,754
| +14% | +$3M | 2.11% | 2 |
|
|
2014
Q3 | $23.5M | Buy |
196,713
+3,630
| +2% | +$433K | 2.15% | 3 |
|
|
2014
Q2 | $25.2M | Buy |
193,083
+12,590
| +7% | +$1.64M | 2.36% | 2 |
|
|
2014
Q1 | $21.5M | Buy |
180,493
+12,215
| +7% | +$1.45M | 2.22% | 2 |
|
|
2013
Q4 | $21M | Buy |
168,278
+6,454
| +4% | +$806K | 2.29% | 2 |
|
|
2013
Q3 | $19.7M | Sell |
161,824
-4,303
| -3% | -$523K | 2.35% | 2 |
|
|
2013
Q2 | $19.7M | Buy |
+166,127
| New | +$19.7M | 2.38% | 3 |
|