KFG Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
1,994
-15
| -0.7% | -$2.15K | 0.05% | 168 |
|
|
2025
Q1 | $336K | Buy |
2,009
+8
| +0.4% | +$1.34K | 0.06% | 146 |
|
|
2024
Q4 | $290K | Sell |
2,001
-12
| -0.6% | -$1.74K | 0.05% | 149 |
|
|
2024
Q3 | $297K | Buy |
2,013
+203
| +11% | +$29.9K | 0.06% | 143 |
|
|
2024
Q2 | $283K | Hold |
1,810
| – | – | 0.11% | 126 |
|
|
2024
Q1 | $286K | Sell |
1,810
-30
| -2% | -$4.73K | 0.12% | 125 |
|
|
2023
Q4 | $274K | Hold |
1,840
| – | – | 0.13% | 108 |
|
|
2023
Q3 | $310K | Hold |
1,840
| – | – | 0.17% | 99 |
|
|
2023
Q2 | $290K | Hold |
1,840
| – | – | 0.17% | 90 |
|
|
2023
Q1 | $317K | Buy |
1,840
+6
| +0.3% | +$1.03K | 0.22% | 57 |
|
|
2022
Q4 | $329K | Buy |
+1,834
| New | +$329K | 0.34% | 54 |
|