Keel Point’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Sell |
6,920
-701
| -9% | -$100K | 0.07% | 173 |
|
|
2025
Q1 | $1.27M | Buy |
7,621
+1,592
| +26% | +$266K | 0.1% | 131 |
|
|
2024
Q4 | $873K | Sell |
6,029
-103
| -2% | -$14.9K | 0.07% | 158 |
|
|
2024
Q3 | $903K | Sell |
6,132
-234
| -4% | -$34.5K | 0.08% | 161 |
|
|
2024
Q2 | $918K | Buy |
6,366
+71
| +1% | +$10.2K | 0.08% | 152 |
|
|
2024
Q1 | $993K | Buy |
6,295
+591
| +10% | +$93.2K | 0.1% | 133 |
|
|
2023
Q4 | $851K | Sell |
5,704
-7
| -0.1% | -$1.04K | 0.1% | 128 |
|
|
2023
Q3 | $963K | Sell |
5,711
-384
| -6% | -$64.8K | 0.13% | 109 |
|
|
2023
Q2 | $959K | Buy |
6,095
+86
| +1% | +$13.5K | 0.13% | 109 |
|
|
2023
Q1 | $980K | Sell |
6,009
-356
| -6% | -$58.1K | 0.14% | 115 |
|
|
2022
Q4 | $1.14M | Buy |
6,365
+1,668
| +36% | +$299K | 0.18% | 95 |
|
|
2022
Q3 | $675K | Buy |
4,697
+33
| +0.7% | +$4.74K | 0.12% | 117 |
|
|
2022
Q2 | $727K | Buy |
4,664
+1,426
| +44% | +$222K | 0.11% | 117 |
|
|
2022
Q1 | $527K | Buy |
3,238
+357
| +12% | +$58.1K | 0.08% | 141 |
|
|
2021
Q4 | $338K | Buy |
2,881
+150
| +5% | +$17.6K | 0.04% | 189 |
|
|
2021
Q3 | $277K | Buy |
2,731
+107
| +4% | +$10.9K | 0.04% | 202 |
|
|
2021
Q2 | $275K | Buy |
2,624
+151
| +6% | +$15.8K | 0.03% | 207 |
|
|
2021
Q1 | $259K | Buy |
+2,473
| New | +$259K | 0.03% | 217 |
|
|
2017
Q3 | – | Sell |
-2,759
| Closed | -$288K | – | 162 |
|
|
2017
Q2 | $288K | Buy |
2,759
+14
| +0.5% | +$1.46K | 0.06% | 127 |
|
|
2017
Q1 | $295K | Sell |
2,745
-587
| -18% | -$63.1K | 0.06% | 126 |
|
|
2016
Q4 | $392K | Buy |
3,332
+625
| +23% | +$73.5K | 0.09% | 98 |
|
|
2016
Q3 | $279K | Buy |
2,707
+738
| +37% | +$76.1K | 0.11% | 108 |
|
|
2016
Q2 | $206K | Buy |
+1,969
| New | +$206K | 0.09% | 126 |
|