KFA
Kelleher Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
1,620
+400
| +33% | +$57.3K | 0.08% | 124 |
|
|
2025
Q1 | $204K | Buy |
+1,220
| New | +$204K | 0.08% | 122 |
|
|
2017
Q1 | – | Sell |
-12,360
| Closed | -$1.45M | – | 97 |
|
|
2016
Q4 | $1.45M | Sell |
12,360
-100
| -0.8% | -$11.8K | 0.81% | 39 |
|
|
2016
Q3 | $1.28M | Buy |
12,460
+207
| +2% | +$21.3K | 0.73% | 40 |
|
|
2016
Q2 | $1.28M | Sell |
12,253
-650
| -5% | -$68.1K | 0.78% | 41 |
|
|
2016
Q1 | $1.18M | Buy |
12,903
+650
| +5% | +$59.6K | 0.65% | 42 |
|
|
2015
Q4 | $1.1M | Hold |
12,253
| – | – | 0.75% | 40 |
|
|
2015
Q3 | $966K | Sell |
12,253
-150
| -1% | -$11.8K | 0.64% | 46 |
|
|
2015
Q2 | $1.2M | Sell |
12,403
-400
| -3% | -$38.6K | 0.68% | 42 |
|
|
2015
Q1 | $1.34M | Hold |
12,803
| – | – | 0.74% | 41 |
|
|
2014
Q4 | $1.44M | Buy |
12,803
+1,000
| +8% | +$112K | 0.77% | 41 |
|
|
2014
Q3 | $1.42M | Hold |
11,803
| – | – | 0.77% | 43 |
|
|
2014
Q2 | $1.54M | Hold |
11,803
| – | – | 0.8% | 38 |
|
|
2014
Q1 | $1.4M | Hold |
11,803
| – | – | 0.76% | 37 |
|
|
2013
Q4 | $1.47M | Buy |
11,803
+444
| +4% | +$55.4K | 0.76% | 37 |
|
|
2013
Q3 | $1.38M | Hold |
11,359
| – | – | 0.79% | 40 |
|
|
2013
Q2 | $1.34M | Buy |
+11,359
| New | +$1.34M | 0.82% | 41 |
|