Keystone Wealth 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 | $203K | Buy |
1,418
+5
| +0.4% | +$716 | 0.05% | 273 |
|
|
2025
Q1 | $236K | Buy |
+1,413
| New | +$236K | 0.06% | 237 |
|
|
2024
Q3 | – | Sell |
-1,581
| Closed | -$247K | – | 254 |
|
|
2024
Q2 | $247K | Buy |
1,581
+9
| +0.6% | +$1.41K | 0.08% | 203 |
|
|
2024
Q1 | $248K | Buy |
1,572
+2
| +0.1% | +$315 | 0.08% | 189 |
|
|
2023
Q4 | $234K | Buy |
1,570
+4
| +0.3% | +$597 | 0.08% | 192 |
|
|
2023
Q3 | $264K | Sell |
1,566
-121
| -7% | -$20.4K | 0.1% | 172 |
|
|
2023
Q2 | $265K | Buy |
1,687
+7
| +0.4% | +$1.1K | 0.1% | 169 |
|
|
2023
Q1 | $274K | Buy |
1,680
+21
| +1% | +$3.43K | 0.11% | 158 |
|
|
2022
Q4 | $298K | Sell |
1,659
-70
| -4% | -$12.6K | 0.13% | 143 |
|
|
2022
Q3 | $248K | Sell |
1,729
-15
| -0.9% | -$2.15K | 0.12% | 138 |
|
|
2022
Q2 | $253K | Buy |
1,744
+5
| +0.3% | +$725 | 0.11% | 141 |
|
|
2022
Q1 | $283K | Buy |
+1,739
| New | +$283K | 0.11% | 141 |
|