Kestra Investment Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.03M	Buy	12,852 +4,888	+61%	+$773K	0.03%	181
2025 Q1	$1.33M	Buy	7,964 +606	+8%	+$101K	0.04%	137
2024 Q4	$1.07M	Buy	7,358 +278	+4%	+$40.3K	0.04%	129
2024 Q3	$1.04M	Buy	+7,080	New	+$1.04M	0.04%	121