KFP
Keystone Financial Planning’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Sell |
24,778
-580
| -2% | -$83.1K | 1.07% | 18 |
|
|
2025
Q1 | $4.24M | Hold |
25,358
| – | – | 1.26% | 20 |
|
|
2024
Q4 | $3.67M | Sell |
25,358
-86
| -0.3% | -$12.5K | 1.14% | 20 |
|
|
2024
Q3 | $3.75M | Hold |
25,444
| – | – | 1.13% | 20 |
|
|
2024
Q2 | $3.98M | Sell |
25,444
-149
| -0.6% | -$23.3K | 1.32% | 20 |
|
|
2024
Q1 | $4.04M | Sell |
25,593
-1,640
| -6% | -$259K | 1.31% | 22 |
|
|
2023
Q4 | $4.06M | Sell |
27,233
-17
| -0.1% | -$2.54K | 1.34% | 22 |
|
|
2023
Q3 | $4.59M | Sell |
27,250
-1,006
| -4% | -$170K | 1.61% | 19 |
|
|
2023
Q2 | $4.45M | Buy |
28,256
+1,247
| +5% | +$196K | 1.49% | 20 |
|
|
2023
Q1 | $4.41M | Sell |
27,009
-512
| -2% | -$83.5K | 1.5% | 21 |
|
|
2022
Q4 | $4.94M | Sell |
27,521
-183
| -0.7% | -$32.8K | 1.66% | 22 |
|
|
2022
Q3 | $3.98M | Buy |
27,704
+467
| +2% | +$67.1K | 1.53% | 22 |
|
|
2022
Q2 | $3.94M | Sell |
27,237
-26,549
| -49% | -$3.84M | 1.39% | 24 |
|
|
2022
Q1 | $8.76M | Sell |
53,786
-29,361
| -35% | -$4.78M | 2.93% | 7 |
|
|
2021
Q4 | $9.76M | Sell |
83,147
-3,108
| -4% | -$365K | 3.32% | 6 |
|
|
2021
Q3 | $8.75M | Buy |
86,255
+961
| +1% | +$97.5K | 3.18% | 8 |
|
|
2021
Q2 | $8.93M | Sell |
85,294
-2,705
| -3% | -$283K | 3.24% | 8 |
|
|
2021
Q1 | $9.22M | Sell |
87,999
-252
| -0.3% | -$26.4K | 3.44% | 6 |
|
|
2020
Q4 | $7.45M | Sell |
88,251
-432
| -0.5% | -$36.5K | 3.09% | 12 |
|
|
2020
Q3 | $6.39M | Hold |
88,683
| – | – | 3.08% | 14 |
|
|
2020
Q2 | $7.91M | Buy |
88,683
+68
| +0.1% | +$6.07K | 3.9% | 4 |
|
|
2020
Q1 | $6.42M | Buy |
88,615
+29,565
| +50% | +$2.14M | 3.68% | 9 |
|
|
2019
Q4 | $7.12M | Buy |
59,050
+307
| +0.5% | +$37K | 3.18% | 12 |
|
|
2019
Q3 | $6.97M | Sell |
58,743
-193
| -0.3% | -$22.9K | 3.33% | 10 |
|
|
2019
Q2 | $7.33M | Buy |
58,936
+7
| +0% | +$871 | 3.59% | 8 |
|
|
2019
Q1 | $7.26M | Sell |
58,929
-2,009
| -3% | -$247K | 3.58% | 10 |
|
|
2018
Q4 | $6.63M | Buy |
60,938
+38
| +0.1% | +$4.13K | 3.7% | 9 |
|
|
2018
Q3 | $7.45M | Sell |
60,900
-32
| -0.1% | -$3.91K | 3.8% | 5 |
|
|
2018
Q2 | $7.7M | Sell |
60,932
-779
| -1% | -$98.5K | 4.24% | 3 |
|
|
2018
Q1 | $7.04M | Sell |
61,711
-597
| -1% | -$68.1K | 3.92% | 5 |
|
|
2017
Q4 | $7.8M | Sell |
62,308
-24
| -0% | -$3K | 4.16% | 3 |
|
|
2017
Q3 | $7.32M | Buy |
62,332
+806
| +1% | +$94.7K | 4.15% | 4 |
|
|
2017
Q2 | $6.42M | Buy |
61,526
+582
| +1% | +$60.7K | 3.89% | 3 |
|
|
2017
Q1 | $6.54M | Sell |
60,944
-426
| -0.7% | -$45.7K | 4.07% | 4 |
|
|
2016
Q4 | $7.22M | Hold |
61,370
| – | – | 4.72% | 2 |
|
|
2016
Q3 | $6.32M | Buy |
61,370
+380
| +0.6% | +$39.1K | 4.15% | 3 |
|
|
2016
Q2 | $6.39M | Buy |
60,990
+818
| +1% | +$85.8K | 4.33% | 4 |
|
|
2016
Q1 | $5.74M | Buy |
60,172
+688
| +1% | +$65.6K | 4.11% | 4 |
|
|
2015
Q4 | $5.35M | Buy |
59,484
+795
| +1% | +$71.5K | 4.05% | 5 |
|
|
2015
Q3 | $4.63M | Buy |
58,689
+16,690
| +40% | +$1.32M | 3.74% | 7 |
|
|
2015
Q2 | $4.05M | Buy |
41,999
+1,932
| +5% | +$186K | 3.1% | 20 |
|
|
2015
Q1 | $4.21M | Buy |
40,067
+502
| +1% | +$52.7K | 3.2% | 18 |
|
|
2014
Q4 | $4.44M | Buy |
39,565
+4,377
| +12% | +$491K | 3.27% | 15 |
|
|
2014
Q3 | $4.2M | Sell |
35,188
-125
| -0.4% | -$14.9K | 3.17% | 18 |
|
|
2014
Q2 | $4.61M | Sell |
35,313
-472
| -1% | -$61.6K | 3.47% | 14 |
|
|
2014
Q1 | $4.26M | Buy |
35,785
+26,982
| +307% | +$3.21M | 3.29% | 15 |
|
|
2013
Q4 | $1.1M | Buy |
+8,803
| New | +$1.1M | 0.88% | 31 |
|