Kesler Norman & Wride’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
1,845
+5
| +0.3% | +$716 | 0.05% | 206 |
|
|
2025
Q1 | $308K | Sell |
1,840
-124
| -6% | -$20.7K | 0.06% | 190 |
|
|
2024
Q4 | $284K | Hold |
1,964
| – | – | 0.06% | 198 |
|
|
2024
Q3 | $289K | Buy |
1,964
+320
| +19% | +$47.1K | 0.06% | 208 |
|
|
2024
Q2 | $257K | Buy |
1,644
+125
| +8% | +$19.6K | 0.05% | 161 |
|
|
2024
Q1 | $240K | Hold |
1,519
| – | – | 0.05% | 147 |
|
|
2023
Q4 | $227K | Sell |
1,519
-3
| -0.2% | -$447 | 0.05% | 150 |
|
|
2023
Q3 | $257K | Hold |
1,522
| – | – | 0.06% | 147 |
|
|
2023
Q2 | $239K | Hold |
1,522
| – | – | 0.06% | 146 |
|
|
2023
Q1 | $248K | Hold |
1,522
| – | – | 0.06% | 143 |
|
|
2022
Q4 | $273K | Hold |
1,522
| – | – | 0.07% | 145 |
|
|
2022
Q3 | $219K | Buy |
1,522
+102
| +7% | +$14.7K | 0.06% | 151 |
|
|
2022
Q2 | $206K | Hold |
1,420
| – | – | 0.06% | 143 |
|
|
2022
Q1 | $231K | Buy |
+1,420
| New | +$231K | 0.05% | 136 |
|