KMWM
Keudell/Morrison Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
17,225
+547
| +3% | +$78.3K | 0.55% | 34 |
|
|
2025
Q1 | $2.79M | Sell |
16,678
-65
| -0.4% | -$10.9K | 0.66% | 27 |
|
|
2024
Q4 | $2.43M | Buy |
16,743
+1,210
| +8% | +$175K | 0.63% | 30 |
|
|
2024
Q3 | $2.29M | Buy |
15,533
+8
| +0.1% | +$1.18K | 0.62% | 34 |
|
|
2024
Q2 | $2.43M | Buy |
15,525
+457
| +3% | +$71.5K | 0.71% | 30 |
|
|
2024
Q1 | $2.38M | Buy |
15,068
+265
| +2% | +$41.8K | 0.72% | 29 |
|
|
2023
Q4 | $2.21M | Sell |
14,803
-347
| -2% | -$51.8K | 0.73% | 26 |
|
|
2023
Q3 | $2.55M | Buy |
15,150
+697
| +5% | +$118K | 0.78% | 24 |
|
|
2023
Q2 | $2.27M | Buy |
14,453
+322
| +2% | +$50.7K | 0.66% | 27 |
|
|
2023
Q1 | $2.31M | Sell |
14,131
-101
| -0.7% | -$16.5K | 0.68% | 26 |
|
|
2022
Q4 | $2.55M | Sell |
14,232
-948
| -6% | -$170K | 0.82% | 21 |
|
|
2022
Q3 | $2.18M | Sell |
15,180
-218
| -1% | -$31.3K | 0.82% | 21 |
|
|
2022
Q2 | $2.23M | Sell |
15,398
-2,184
| -12% | -$316K | 0.81% | 23 |
|
|
2022
Q1 | $2.86M | Sell |
17,582
-1,899
| -10% | -$309K | 1.2% | 15 |
|
|
2021
Q4 | $2.29M | Sell |
19,481
-50
| -0.3% | -$5.87K | 0.9% | 19 |
|
|
2021
Q3 | $1.98M | Buy |
19,531
+340
| +2% | +$34.5K | 0.85% | 25 |
|
|
2021
Q2 | $2.01M | Buy |
19,191
+747
| +4% | +$78.2K | 1.1% | 22 |
|
|
2021
Q1 | $1.93M | Buy |
18,444
+229
| +1% | +$24K | 1.12% | 22 |
|
|
2020
Q4 | $1.54M | Sell |
18,215
-954
| -5% | -$80.6K | 0.98% | 25 |
|
|
2020
Q3 | $1.38M | Buy |
19,169
+470
| +3% | +$33.8K | 0.89% | 27 |
|
|
2020
Q2 | $1.67M | Buy |
18,699
+580
| +3% | +$51.8K | 1.38% | 16 |
|
|
2020
Q1 | $1.31M | Buy |
18,119
+809
| +5% | +$58.6K | 1.28% | 18 |
|
|
2019
Q4 | $2.09M | Buy |
17,310
+97
| +0.6% | +$11.7K | 1.44% | 17 |
|
|
2019
Q3 | $2.04M | Buy |
17,213
+533
| +3% | +$63.2K | 1.68% | 10 |
|
|
2019
Q2 | $1.99M | Buy |
16,680
+73
| +0.4% | +$8.7K | 1.74% | 12 |
|
|
2019
Q1 | $2.05M | Buy |
+16,607
| New | +$2.05M | 1.8% | 12 |
|