Kennedy Investment Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
1,736
+21
| +1% | +$3.01K | 0.11% | 119 |
|
|
2025
Q1 | $287K | Buy |
1,715
+10
| +0.6% | +$1.67K | 0.13% | 106 |
|
|
2024
Q4 | $247K | Sell |
1,705
-163
| -9% | -$23.6K | 0.11% | 112 |
|
|
2024
Q3 | $275K | Buy |
1,868
+10
| +0.5% | +$1.47K | 0.13% | 107 |
|
|
2024
Q2 | $291K | Buy |
1,858
+145
| +8% | +$22.7K | 0.15% | 99 |
|
|
2024
Q1 | $270K | Sell |
1,713
-1,439
| -46% | -$227K | 0.14% | 105 |
|
|
2023
Q4 | $470K | Buy |
3,152
+478
| +18% | +$71.3K | 0.26% | 84 |
|
|
2023
Q3 | $451K | Sell |
2,674
-160
| -6% | -$27K | 0.27% | 84 |
|
|
2023
Q2 | $446K | Buy |
2,834
+229
| +9% | +$36K | 0.26% | 80 |
|
|
2023
Q1 | $425K | Buy |
2,605
+267
| +11% | +$43.6K | 0.26% | 83 |
|
|
2022
Q4 | $420K | Buy |
+2,338
| New | +$420K | 0.27% | 83 |
|