Keeler & Nadler Financial Planning & Wealth Management’s Chevron CVX Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$324K	Sell
2025 Q2	$299K	Sell
2025 Q1	$348K	Buy
2024 Q4	$303K	Buy
2024 Q3	$307K	Sell
2024 Q2	$328K	Sell
2024 Q1	$333K	Buy