KWMG
King Wealth Management Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
16,208
+1,153
| +8% | +$165K | 0.31% | 41 |
|
|
2025
Q1 | $2.52M | Buy |
15,055
+1,481
| +11% | +$248K | 0.38% | 42 |
|
|
2024
Q4 | $1.97M | Buy |
13,574
+2,494
| +23% | +$361K | 0.29% | 44 |
|
|
2024
Q3 | $1.63M | Buy |
11,080
+514
| +5% | +$75.7K | 0.25% | 47 |
|
|
2024
Q2 | $1.65M | Buy |
10,566
+362
| +4% | +$56.6K | 0.28% | 44 |
|
|
2024
Q1 | $1.61M | Buy |
10,204
+503
| +5% | +$79.4K | 0.28% | 45 |
|
|
2023
Q4 | $1.45M | Buy |
9,701
+810
| +9% | +$121K | 0.28% | 45 |
|
|
2023
Q3 | $1.5M | Buy |
8,891
+4,423
| +99% | +$746K | 0.32% | 43 |
|
|
2023
Q2 | $703K | Buy |
4,468
+1,428
| +47% | +$225K | 0.14% | 65 |
|
|
2023
Q1 | $496K | Buy |
3,040
+187
| +7% | +$30.5K | 0.11% | 79 |
|
|
2022
Q4 | $512K | Buy |
2,853
+246
| +9% | +$44.1K | 0.12% | 79 |
|
|
2022
Q3 | $375K | Buy |
2,607
+160
| +7% | +$23K | 0.1% | 95 |
|
|
2022
Q2 | $354K | Buy |
2,447
+400
| +20% | +$57.9K | 0.08% | 108 |
|
|
2022
Q1 | $333K | Buy |
+2,047
| New | +$333K | 0.07% | 128 |
|
|
2020
Q1 | – | Sell |
-22,562
| Closed | -$2.72M | – | 138 |
|
|
2019
Q4 | $2.72M | Buy |
22,562
+594
| +3% | +$71.6K | 0.72% | 29 |
|
|
2019
Q3 | $2.61M | Buy |
21,968
+1,056
| +5% | +$125K | 0.75% | 28 |
|
|
2019
Q2 | $2.6M | Buy |
20,912
+607
| +3% | +$75.6K | 0.78% | 27 |
|
|
2019
Q1 | $2.5M | Buy |
20,305
+84
| +0.4% | +$10.3K | 0.78% | 28 |
|
|
2018
Q4 | $2.2M | Sell |
20,221
-451
| -2% | -$49.1K | 0.8% | 29 |
|
|
2018
Q3 | $2.53M | Sell |
20,672
-794
| -4% | -$97.1K | 0.79% | 28 |
|
|
2018
Q2 | $2.71M | Buy |
21,466
+907
| +4% | +$115K | 0.93% | 26 |
|
|
2018
Q1 | $2.34M | Buy |
20,559
+2,207
| +12% | +$252K | 0.83% | 29 |
|
|
2017
Q4 | $2.3M | Buy |
18,352
+578
| +3% | +$72.3K | 0.81% | 30 |
|
|
2017
Q3 | $2.09M | Buy |
17,774
+2,347
| +15% | +$276K | 0.78% | 30 |
|
|
2017
Q2 | $1.61M | Buy |
15,427
+868
| +6% | +$90.5K | 0.64% | 34 |
|
|
2017
Q1 | $1.56M | Buy |
14,559
+932
| +7% | +$100K | 0.65% | 32 |
|
|
2016
Q4 | $1.6M | Buy |
13,627
+2,570
| +23% | +$303K | 0.72% | 32 |
|
|
2016
Q3 | $1.14M | Buy |
11,057
+1,440
| +15% | +$148K | 0.57% | 37 |
|
|
2016
Q2 | $1.01M | Buy |
9,617
+721
| +8% | +$75.6K | 0.54% | 38 |
|
|
2016
Q1 | $849K | Sell |
8,896
-120
| -1% | -$11.5K | 0.46% | 46 |
|
|
2015
Q4 | $811K | Sell |
9,016
-148
| -2% | -$13.3K | 0.45% | 50 |
|
|
2015
Q3 | $723K | Sell |
9,164
-686
| -7% | -$54.1K | 0.44% | 45 |
|
|
2015
Q2 | $950K | Sell |
9,850
-586
| -6% | -$56.5K | 0.52% | 42 |
|
|
2015
Q1 | $1.1M | Sell |
10,436
-1,323
| -11% | -$139K | 0.63% | 36 |
|
|
2014
Q4 | $1.32M | Buy |
11,759
+2,833
| +32% | +$318K | 0.7% | 38 |
|
|
2014
Q3 | $1.07M | Buy |
8,926
+29
| +0.3% | +$3.46K | 0.67% | 38 |
|
|
2014
Q2 | $1.16M | Sell |
8,897
-50
| -0.6% | -$6.51K | 0.71% | 38 |
|
|
2014
Q1 | $1.06M | Sell |
8,947
-40,626
| -82% | -$4.83M | 0.73% | 35 |
|
|
2013
Q4 | $6.19M | Buy |
49,573
+64
| +0.1% | +$7.99K | 3.53% | 5 |
|
|
2013
Q3 | $6.02M | Buy |
49,509
+417
| +0.8% | +$50.7K | 3.92% | 4 |
|
|
2013
Q2 | $5.81M | Buy |
+49,092
| New | +$5.81M | 4.02% | 4 |
|