Kestra Private Wealth 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
Q2 | $24M | Buy |
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|
2025
Q1 | $27.5M | Buy |
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|
2024
Q4 | $23.8M | Buy |
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|
2024
Q3 | $21.5M | Sell |
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|
2024
Q2 | $24.2M | Buy |
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|
2024
Q1 | $22.9M | Buy |
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|
2023
Q4 | $20.8M | Buy |
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|
2023
Q3 | $21.5M | Buy |
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|
2023
Q2 | $16.6M | Buy |
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|
2023
Q1 | $15.3M | Buy |
|
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|
2022
Q4 | $14.9M | Buy |
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|
2022
Q3 | $10.5M | Buy |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $11.4M | Sell |
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|
2021
Q4 | $8.52M | Buy |
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|
2021
Q3 | $6.38M | Buy |
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|
2021
Q2 | $6.42M | Buy |
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|
2021
Q1 | $6.29M | Buy |
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|
2020
Q4 | $5.07M | Buy |
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|
2020
Q3 | $3.28M | Buy |
|