KCFA
Key Client Fiduciary Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
3,301
+197
| +6% | +$28.2K | 0.19% | 113 |
|
|
2025
Q1 | $519K | Sell |
3,104
-137
| -4% | -$22.9K | 0.24% | 96 |
|
|
2024
Q4 | $469K | Sell |
3,241
-129
| -4% | -$18.7K | 0.21% | 103 |
|
|
2024
Q3 | $496K | Buy |
3,370
+216
| +7% | +$31.8K | 0.22% | 97 |
|
|
2024
Q2 | $493K | Hold |
3,154
| – | – | 0.25% | 92 |
|
|
2024
Q1 | $498K | Sell |
3,154
-485
| -13% | -$76.5K | 0.26% | 92 |
|
|
2023
Q4 | $543K | Sell |
3,639
-573
| -14% | -$85.5K | 0.31% | 74 |
|
|
2023
Q3 | $710K | Buy |
4,212
+85
| +2% | +$14.3K | 0.44% | 54 |
|
|
2023
Q2 | $649K | Buy |
4,127
+2
| +0% | +$315 | 0.38% | 58 |
|
|
2023
Q1 | $673K | Buy |
4,125
+204
| +5% | +$33.3K | 0.42% | 53 |
|
|
2022
Q4 | $704K | Buy |
+3,921
| New | +$704K | 0.48% | 50 |
|
|
2022
Q1 | – | Sell |
-2,566
| Closed | -$301K | – | 118 |
|
|
2021
Q4 | $301K | Buy |
+2,566
| New | +$301K | 0.25% | 91 |
|