KJWM
Kiley Juergens Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
14,123
-1
| -0% | -$143 | 0.47% | 39 |
|
|
2025
Q1 | $2.36M | Buy |
14,124
+690
| +5% | +$115K | 0.63% | 35 |
|
|
2024
Q4 | $1.95M | Sell |
13,434
-230
| -2% | -$33.3K | 0.49% | 36 |
|
|
2024
Q3 | $2.01M | Sell |
13,664
-344
| -2% | -$50.7K | 0.52% | 37 |
|
|
2024
Q2 | $2.19M | Buy |
14,008
+275
| +2% | +$43K | 0.61% | 34 |
|
|
2024
Q1 | $2.17M | Sell |
13,733
-434
| -3% | -$68.5K | 0.67% | 31 |
|
|
2023
Q4 | $2.11M | Sell |
14,167
-682
| -5% | -$102K | 0.71% | 32 |
|
|
2023
Q3 | $2.5M | Buy |
14,849
+213
| +1% | +$35.9K | 0.9% | 28 |
|
|
2023
Q2 | $2.3M | Buy |
14,636
+316
| +2% | +$49.7K | 0.79% | 28 |
|
|
2023
Q1 | $2.34M | Sell |
14,320
-163
| -1% | -$26.6K | 0.87% | 28 |
|
|
2022
Q4 | $2.6M | Buy |
14,483
+818
| +6% | +$147K | 1.09% | 23 |
|
|
2022
Q3 | $1.96M | Buy |
13,665
+105
| +0.8% | +$15.1K | 0.92% | 27 |
|
|
2022
Q2 | $1.96M | Buy |
+13,560
| New | +$1.96M | 0.93% | 26 |
|
|
2020
Q4 | – | Sell |
-10,261
| Closed | -$738K | – | 53 |
|
|
2020
Q3 | $738K | Sell |
10,261
-1,527
| -13% | -$110K | 0.54% | 31 |
|
|
2020
Q2 | $1.05M | Sell |
11,788
-132
| -1% | -$11.8K | 0.88% | 26 |
|
|
2020
Q1 | $863K | Buy |
11,920
+319
| +3% | +$23.1K | 0.89% | 25 |
|
|
2019
Q4 | $1.4M | Buy |
11,601
+763
| +7% | +$91.9K | 1.23% | 22 |
|
|
2019
Q3 | $1.29M | Buy |
10,838
+146
| +1% | +$17.3K | 1.41% | 20 |
|
|
2019
Q2 | $1.33M | Buy |
+10,692
| New | +$1.33M | 1.5% | 18 |
|
|
2018
Q4 | – | Sell |
-9,464
| Closed | -$1.16M | – | 171 |
|
|
2018
Q3 | $1.16M | Sell |
9,464
-94
| -1% | -$11.5K | 0.86% | 20 |
|
|
2018
Q2 | $1.21M | Sell |
9,558
-41
| -0.4% | -$5.18K | 1.08% | 16 |
|
|
2018
Q1 | $1.09M | Buy |
9,599
+152
| +2% | +$17.3K | 1.19% | 19 |
|
|
2017
Q4 | $1.18M | Buy |
+9,447
| New | +$1.18M | 1.06% | 20 |
|