Keystone Financial Group (Kentucky)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Buy |
21,727
+2,469
| +13% | +$354K | 0.28% | 73 |
|
|
2025
Q1 | $3.22M | Buy |
19,258
+2,369
| +14% | +$396K | 0.33% | 67 |
|
|
2024
Q4 | $2.45M | Buy |
16,889
+1,117
| +7% | +$162K | 0.24% | 82 |
|
|
2024
Q3 | $2.32M | Buy |
15,772
+1,645
| +12% | +$242K | 0.3% | 65 |
|
|
2024
Q2 | $2.21M | Buy |
14,127
+1,221
| +9% | +$191K | 0.79% | 25 |
|
|
2024
Q1 | $2.04M | Buy |
12,906
+1,689
| +15% | +$266K | 0.3% | 69 |
|
|
2023
Q4 | $1.67M | Sell |
11,217
-523
| -4% | -$78K | 0.29% | 69 |
|
|
2023
Q3 | $1.98M | Buy |
11,740
+951
| +9% | +$160K | 0.33% | 63 |
|
|
2023
Q2 | $1.7M | Buy |
+10,789
| New | +$1.7M | 0.29% | 68 |
|
|
2022
Q4 | $1.85M | Buy |
10,291
+569
| +6% | +$102K | 0.36% | 64 |
|
|
2022
Q3 | $1.4M | Buy |
9,722
+548
| +6% | +$78.7K | 0.28% | 76 |
|
|
2022
Q2 | $1.33M | Buy |
9,174
+687
| +8% | +$99.4K | 0.26% | 82 |
|
|
2022
Q1 | $1.38M | Sell |
8,487
-29
| -0.3% | -$4.72K | 0.23% | 85 |
|
|
2021
Q4 | $999K | Sell |
8,516
-216
| -2% | -$25.3K | 0.16% | 108 |
|
|
2021
Q3 | $886K | Buy |
8,732
+737
| +9% | +$74.8K | 0.16% | 115 |
|
|
2021
Q2 | $837K | Buy |
7,995
+319
| +4% | +$33.4K | 0.15% | 122 |
|
|
2021
Q1 | $804K | Sell |
7,676
-133
| -2% | -$13.9K | 0.16% | 122 |
|
|
2020
Q4 | $659K | Sell |
7,809
-2,984
| -28% | -$252K | 0.14% | 127 |
|
|
2020
Q3 | $777K | Buy |
10,793
+53
| +0.5% | +$3.82K | 0.19% | 107 |
|
|
2020
Q2 | $958K | Buy |
10,740
+1,113
| +12% | +$99.3K | 0.26% | 90 |
|
|
2020
Q1 | $698K | Sell |
9,627
-1,397
| -13% | -$101K | 0.23% | 97 |
|
|
2019
Q4 | $1.33M | Buy |
11,024
+5
| +0% | +$603 | 0.36% | 68 |
|
|
2019
Q3 | $1.31M | Sell |
11,019
-194
| -2% | -$23K | 0.4% | 59 |
|
|
2019
Q2 | $1.4M | Buy |
11,213
+412
| +4% | +$51.3K | 0.45% | 55 |
|
|
2019
Q1 | $1.33M | Buy |
10,801
+5,006
| +86% | +$616K | 0.47% | 55 |
|
|
2018
Q4 | $630K | Sell |
5,795
-253
| -4% | -$27.5K | 0.28% | 93 |
|
|
2018
Q3 | $752K | Buy |
6,048
+2,691
| +80% | +$335K | 0.31% | 85 |
|
|
2018
Q2 | $417K | Sell |
3,357
-160
| -5% | -$19.9K | 0.23% | 98 |
|
|
2018
Q1 | $395K | Buy |
3,517
+288
| +9% | +$32.3K | 0.22% | 95 |
|
|
2017
Q4 | $415K | Buy |
+3,229
| New | +$415K | 0.26% | 71 |
|