Keebeck Wealth 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 | $545K | Buy |
3,806
+376
| +11% | +$53.8K | 0.07% | 188 |
|
|
2025
Q1 | $574K | Buy |
3,430
+333
| +11% | +$55.7K | 0.08% | 159 |
|
|
2024
Q4 | $449K | Sell |
3,097
-296
| -9% | -$42.9K | 0.06% | 172 |
|
|
2024
Q3 | $500K | Buy |
3,393
+2,058
| +154% | +$303K | 0.07% | 169 |
|
|
2024
Q2 | $209K | Sell |
1,335
-311
| -19% | -$48.6K | 0.03% | 248 |
|
|
2024
Q1 | $260K | Buy |
+1,646
| New | +$260K | 0.04% | 250 |
|
|
2021
Q3 | – | Sell |
-1,950
| Closed | -$204K | – | 222 |
|
|
2021
Q2 | $204K | Sell |
1,950
-9,397
| -83% | -$983K | 0.03% | 231 |
|
|
2021
Q1 | $1.19M | Buy |
11,347
+813
| +8% | +$85.2K | 0.18% | 94 |
|
|
2020
Q4 | $890K | Buy |
10,534
+439
| +4% | +$37.1K | 0.16% | 108 |
|
|
2020
Q3 | $726K | Buy |
10,095
+23
| +0.2% | +$1.65K | 0.15% | 103 |
|
|
2020
Q2 | $898K | Sell |
10,072
-466
| -4% | -$41.5K | 0.28% | 72 |
|
|
2020
Q1 | $763K | Buy |
10,538
+6,222
| +144% | +$451K | 0.32% | 62 |
|
|
2019
Q4 | $520K | Buy |
+4,316
| New | +$520K | 0.16% | 97 |
|