Keeler & Nadler Financial Planning & 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 | $299K | Sell |
2,087
-7
| -0.3% | -$1K | 0.12% | 59 |
|
|
2025
Q1 | $348K | Buy |
2,094
+3
| +0.1% | +$498 | 0.16% | 51 |
|
|
2024
Q4 | $303K | Buy |
2,091
+4
| +0.2% | +$579 | 0.14% | 54 |
|
|
2024
Q3 | $307K | Sell |
2,087
-13
| -0.6% | -$1.92K | 0.15% | 51 |
|
|
2024
Q2 | $328K | Sell |
2,100
-10
| -0.5% | -$1.56K | 0.18% | 48 |
|
|
2024
Q1 | $333K | Buy |
+2,110
| New | +$333K | 0.2% | 47 |
|