KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
2,505
+51
| +2% | +$7.3K | 0.28% | 54 |
|
|
2025
Q1 | $410K | Buy |
2,454
+16
| +0.7% | +$2.68K | 0.36% | 48 |
|
|
2024
Q4 | $353K | Buy |
2,438
+54
| +2% | +$7.82K | 0.26% | 52 |
|
|
2024
Q3 | $351K | Sell |
2,384
-21
| -0.9% | -$3.09K | 0.29% | 53 |
|
|
2024
Q2 | $376K | Buy |
2,405
+85
| +4% | +$13.3K | 0.35% | 47 |
|
|
2024
Q1 | $366K | Sell |
2,320
-4
| -0.2% | -$631 | 0.36% | 45 |
|
|
2023
Q4 | $347K | Buy |
2,324
+38
| +2% | +$5.67K | 0.35% | 47 |
|
|
2023
Q3 | $386K | Sell |
2,286
-36
| -2% | -$6.07K | 0.4% | 38 |
|
|
2023
Q2 | $365K | Buy |
2,322
+37
| +2% | +$5.82K | 0.36% | 46 |
|
|
2023
Q1 | $373K | Buy |
2,285
+10
| +0.4% | +$1.63K | 0.38% | 44 |
|
|
2022
Q4 | $408K | Buy |
2,275
+9
| +0.4% | +$1.61K | 0.47% | 35 |
|
|
2022
Q3 | $326K | Buy |
2,266
+10
| +0.4% | +$1.44K | 0.49% | 38 |
|
|
2022
Q2 | $327K | Buy |
+2,256
| New | +$327K | 0.49% | 39 |
|
|
2022
Q1 | – | Sell |
-1,964
| Closed | -$230K | – | 42 |
|
|
2021
Q4 | $230K | Buy |
+1,964
| New | +$230K | 0.28% | 60 |
|
|
2021
Q3 | – | Sell |
-4,658
| Closed | -$488K | – | 59 |
|
|
2021
Q2 | $488K | Buy |
4,658
+184
| +4% | +$19.3K | 0.19% | 84 |
|
|
2021
Q1 | $469K | Buy |
4,474
+410
| +10% | +$43K | 0.25% | 80 |
|
|
2020
Q4 | $343K | Buy |
4,064
+1,258
| +45% | +$106K | 0.2% | 89 |
|
|
2020
Q3 | $202K | Sell |
2,806
-120
| -4% | -$8.64K | 0.15% | 102 |
|
|
2020
Q2 | $261K | Buy |
2,926
+45
| +2% | +$4.01K | 0.24% | 82 |
|
|
2020
Q1 | $209K | Buy |
2,881
+104
| +4% | +$7.55K | 0.23% | 77 |
|
|
2019
Q4 | $335K | Buy |
+2,777
| New | +$335K | 0.28% | 71 |
|