Keynote Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $764K | Buy |
5,338
+90
| +2% | +$12.9K | 0.51% | 58 |
|
|
2025
Q1 | $878K | Hold |
5,248
| – | – | 0.63% | 47 |
|
|
2024
Q4 | $760K | Hold |
5,248
| – | – | 0.58% | 51 |
|
|
2024
Q3 | $773K | Hold |
5,248
| – | – | 0.59% | 50 |
|
|
2024
Q2 | $821K | Hold |
5,248
| – | – | 0.69% | 46 |
|
|
2024
Q1 | $828K | Buy |
+5,248
| New | +$828K | 0.69% | 46 |
|