KPWS
Kestra Private Wealth Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24M | Buy |
167,377
+2,824
| +2% | +$404K | 0.34% | 53 |
|
|
2025
Q1 | $27.5M | Buy |
164,553
+171
| +0.1% | +$28.6K | 0.46% | 40 |
|
|
2024
Q4 | $23.8M | Buy |
164,382
+18,320
| +13% | +$2.65M | 0.4% | 44 |
|
|
2024
Q3 | $21.5M | Sell |
146,062
-8,598
| -6% | -$1.27M | 0.39% | 47 |
|
|
2024
Q2 | $24.2M | Buy |
154,660
+9,750
| +7% | +$1.53M | 0.48% | 36 |
|
|
2024
Q1 | $22.9M | Buy |
144,910
+5,469
| +4% | +$863K | 0.52% | 34 |
|
|
2023
Q4 | $20.8M | Buy |
139,441
+11,658
| +9% | +$1.74M | 0.53% | 33 |
|
|
2023
Q3 | $21.5M | Buy |
127,783
+22,225
| +21% | +$3.75M | 0.68% | 17 |
|
|
2023
Q2 | $16.6M | Buy |
105,558
+11,486
| +12% | +$1.81M | 0.57% | 27 |
|
|
2023
Q1 | $15.3M | Buy |
94,072
+11,149
| +13% | +$1.82M | 0.61% | 27 |
|
|
2022
Q4 | $14.9M | Buy |
82,923
+9,648
| +13% | +$1.73M | 0.75% | 18 |
|
|
2022
Q3 | $10.5M | Buy |
73,275
+3,079
| +4% | +$442K | 0.61% | 29 |
|
|
2022
Q2 | $10.2M | Buy |
70,196
+388
| +0.6% | +$56.2K | 0.58% | 29 |
|
|
2022
Q1 | $11.4M | Sell |
69,808
-2,806
| -4% | -$457K | 0.56% | 30 |
|
|
2021
Q4 | $8.52M | Buy |
72,614
+9,688
| +15% | +$1.14M | 0.41% | 50 |
|
|
2021
Q3 | $6.38M | Buy |
62,926
+1,635
| +3% | +$166K | 0.36% | 60 |
|
|
2021
Q2 | $6.42M | Buy |
61,291
+1,265
| +2% | +$133K | 0.39% | 50 |
|
|
2021
Q1 | $6.29M | Buy |
60,026
+651
| +1% | +$68.2K | 0.44% | 50 |
|
|
2020
Q4 | $5.07M | Buy |
59,375
+13,778
| +30% | +$1.18M | 0.37% | 65 |
|
|
2020
Q3 | $3.28M | Buy |
+45,597
| New | +$3.28M | 0.28% | 81 |
|