Key Client Fiduciary Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $509K | Sell |
|
|||||
|
2025
Q2 | $473K | Buy |
|
|||||
|
2025
Q1 | $519K | Sell |
|
|||||
|
2024
Q4 | $469K | Sell |
|
|||||
|
2024
Q3 | $496K | Buy |
|
|||||
|
2024
Q2 | $493K | Hold |
|
|||||
|
2024
Q1 | $498K | Sell |
|
|||||
|
2023
Q4 | $543K | Sell |
|
|||||
|
2023
Q3 | $710K | Buy |
|
|||||
|
2023
Q2 | $649K | Buy |
|
|||||
|
2023
Q1 | $673K | Buy |
|
|||||
|
2022
Q4 | $704K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $301K | Buy |
|