Key Financial Inc’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Hold |
7,982
| – | – | 0.23% | 83 |
|
|
2025
Q1 | $1.34M | Sell |
7,982
-236
| -3% | -$39.5K | 0.29% | 64 |
|
|
2024
Q4 | $1.19M | Hold |
8,218
| – | – | 0.27% | 69 |
|
|
2024
Q3 | $1.21M | Sell |
8,218
-331
| -4% | -$48.7K | 0.27% | 68 |
|
|
2024
Q2 | $1.34M | Buy |
8,549
+536
| +7% | +$83.8K | 0.32% | 58 |
|
|
2024
Q1 | $1.26M | Buy |
8,013
+213
| +3% | +$33.6K | 0.32% | 58 |
|
|
2023
Q4 | $1.16M | Hold |
7,800
| – | – | 0.32% | 63 |
|
|
2023
Q3 | $1.32M | Hold |
7,800
| – | – | 0.44% | 50 |
|
|
2023
Q2 | $1.23M | Buy |
7,800
+189
| +2% | +$29.7K | 0.41% | 49 |
|
|
2023
Q1 | $1.24M | Buy |
7,611
+234
| +3% | +$38.2K | 0.45% | 45 |
|
|
2022
Q4 | $1.06M | Hold |
7,377
| – | – | 0.5% | 41 |
|
|
2022
Q3 | $1.06M | Buy |
7,377
+5,307
| +256% | +$763K | 0.5% | 41 |
|
|
2022
Q2 | $303K | Buy |
2,070
+102
| +5% | +$14.9K | 0.16% | 111 |
|
|
2022
Q1 | $320K | Sell |
1,968
-160
| -8% | -$26K | 0.16% | 114 |
|
|
2021
Q4 | $250K | Hold |
2,128
| – | – | 0.13% | 130 |
|
|
2021
Q3 | $216K | Sell |
2,128
-510
| -19% | -$51.8K | 0.12% | 143 |
|
|
2021
Q2 | $269K | Buy |
2,638
+766
| +41% | +$78.1K | 0.15% | 123 |
|
|
2021
Q1 | $196K | Sell |
1,872
-1,410
| -43% | -$148K | 0.13% | 140 |
|
|
2020
Q4 | $277K | Sell |
3,282
-175
| -5% | -$14.8K | 0.21% | 89 |
|
|
2020
Q3 | $249K | Hold |
3,457
| – | – | 0.26% | 92 |
|
|
2020
Q2 | $303K | Buy |
3,457
+38
| +1% | +$3.33K | 0.35% | 73 |
|
|
2020
Q1 | $246K | Sell |
3,419
-15
| -0.4% | -$1.08K | 0.25% | 78 |
|
|
2019
Q4 | $414K | Buy |
+3,434
| New | +$414K | 0.39% | 61 |
|