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KDK Private Wealth Management’s Chevron CVX Stock Holding History

KDK Private Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$583K Buy
4,074
+166
+4% +$23.8K 0.62% 29
2025
Q1 		$654K Sell
3,908
-380
-9% -$63.6K 0.74% 27
2024
Q4 		$621K Buy
+4,288
New +$621K 0.64% 29