Kestra Advisory Services’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 | $48.9M | Buy |
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|
2025
Q2 | $44M | Buy |
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|
2025
Q1 | $49.5M | Sell |
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|
2024
Q4 | $45.9M | Buy |
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|
2024
Q3 | $45.8M | Sell |
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|
2024
Q2 | $61M | Buy |
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|
2024
Q1 | $50M | Buy |
|
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|
2023
Q4 | $40.9M | Buy |
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|
2023
Q3 | $45M | Buy |
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|
2023
Q2 | $39.3M | Buy |
|
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|
2023
Q1 | $38.3M | Sell |
|
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|
2022
Q4 | $57.9M | Buy |
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|
2022
Q3 | $42.9M | Buy |
|
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|
2022
Q2 | $42.3M | Buy |
|
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|
2022
Q1 | $43.1M | Sell |
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|
2021
Q4 | $33.2M | Buy |
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|
2021
Q3 | $27.5M | Buy |
|
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|
2021
Q2 | $26.3M | Buy |
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|
2021
Q1 | $25.8M | Buy |
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|
2020
Q4 | $19.2M | Buy |
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|
2020
Q3 | $10.7M | Buy |
|