Keystone Financial Services (Colorado)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,673
| Closed | -$246K | – | 104 |
|
|
2024
Q3 | $246K | Sell |
1,673
-280
| -14% | -$41.2K | 0.1% | 77 |
|
|
2024
Q2 | $306K | Sell |
1,953
-41
| -2% | -$6.41K | 0.13% | 70 |
|
|
2024
Q1 | $314K | Sell |
1,994
-13
| -0.6% | -$2.05K | 0.14% | 69 |
|
|
2023
Q4 | $299K | Buy |
2,007
+56
| +3% | +$8.35K | 0.14% | 64 |
|
|
2023
Q3 | $329K | Buy |
+1,951
| New | +$329K | 0.17% | 55 |
|