Kelly Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
3,082
+53
| +2% | +$7.59K | 0.13% | 65 |
|
|
2025
Q1 | $507K | Buy |
3,029
+70
| +2% | +$11.7K | 0.18% | 57 |
|
|
2024
Q4 | $429K | Buy |
2,959
+311
| +12% | +$45K | 0.15% | 69 |
|
|
2024
Q3 | $390K | Buy |
2,648
+253
| +11% | +$37.3K | 0.14% | 74 |
|
|
2024
Q2 | $375K | Buy |
2,395
+180
| +8% | +$28.2K | 0.13% | 71 |
|
|
2024
Q1 | $349K | Buy |
2,215
+5
| +0.2% | +$789 | 0.13% | 77 |
|
|
2023
Q4 | $330K | Buy |
2,210
+93
| +4% | +$13.9K | 0.13% | 76 |
|
|
2023
Q3 | $357K | Sell |
2,117
-22
| -1% | -$3.71K | 0.16% | 69 |
|
|
2023
Q2 | $337K | Buy |
2,139
+181
| +9% | +$28.5K | 0.16% | 72 |
|
|
2023
Q1 | $319K | Buy |
1,958
+78
| +4% | +$12.7K | 0.16% | 68 |
|
|
2022
Q4 | $338K | Buy |
1,880
+1
| +0.1% | +$180 | 0.18% | 68 |
|
|
2022
Q3 | $270K | Buy |
1,879
+2
| +0.1% | +$287 | 0.16% | 66 |
|
|
2022
Q2 | $272K | Buy |
1,877
+19
| +1% | +$2.75K | 0.14% | 70 |
|
|
2022
Q1 | $302K | Buy |
1,858
+14
| +0.8% | +$2.28K | 0.14% | 63 |
|
|
2021
Q4 | $216K | Buy |
1,844
+33
| +2% | +$3.87K | 0.1% | 72 |
|
|
2021
Q3 | $184K | Sell |
1,811
-200,268
| -99% | -$20.3M | 0.1% | 67 |
|
|
2021
Q2 | $1.93M | Buy |
202,079
+200,171
| +10,491% | +$1.91M | 0.07% | 76 |
|
|
2021
Q1 | $200K | Sell |
1,908
-280
| -13% | -$29.3K | 0.12% | 48 |
|
|
2020
Q4 | $185K | Buy |
2,188
+345
| +19% | +$29.1K | 0.13% | 41 |
|
|
2020
Q3 | $133K | Sell |
1,843
-74
| -4% | -$5.33K | 0.1% | 44 |
|
|
2020
Q2 | $171K | Buy |
1,917
+20
| +1% | +$1.79K | 0.13% | 34 |
|
|
2020
Q1 | $137K | Sell |
1,897
-151
| -7% | -$10.9K | 0.17% | 31 |
|
|
2019
Q4 | $247K | Sell |
2,048
-76
| -4% | -$9.16K | 0.19% | 25 |
|
|
2019
Q3 | $252K | Buy |
2,124
+43
| +2% | +$5.1K | 0.23% | 21 |
|
|
2019
Q2 | $259K | Sell |
2,081
-1
| -0% | -$124 | 0.24% | 20 |
|
|
2019
Q1 | $256K | Buy |
+2,082
| New | +$256K | 0.29% | 22 |
|