Kerntke Otto McGlone Wealth Management Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $333K | Sell |
|
|||||
|
2025
Q2 | $359K | Buy |
|
|||||
|
2025
Q1 | $410K | Buy |
|
|||||
|
2024
Q4 | $353K | Buy |
|
|||||
|
2024
Q3 | $351K | Sell |
|
|||||
|
2024
Q2 | $376K | Buy |
|
|||||
|
2024
Q1 | $366K | Sell |
|
|||||
|
2023
Q4 | $347K | Buy |
|
|||||
|
2023
Q3 | $386K | Sell |
|
|||||
|
2023
Q2 | $365K | Buy |
|
|||||
|
2023
Q1 | $373K | Buy |
|
|||||
|
2022
Q4 | $408K | Buy |
|
|||||
|
2022
Q3 | $326K | Buy |
|
|||||
|
2022
Q2 | $327K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $230K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $488K | Buy |
|
|||||
|
2021
Q1 | $469K | Buy |
|
|||||
|
2020
Q4 | $343K | Buy |
|
|||||
|
2020
Q3 | $202K | Sell |
|
|||||
|
2020
Q2 | $261K | Buy |
|
|||||
|
2020
Q1 | $209K | Buy |
|
|||||
|
2019
Q4 | $335K | Buy |
|