KWM
Kingsview Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
121,273
+17,729
| +17% | +$2.54M | 0.29% | 58 |
|
|
2025
Q1 | $17.3M | Sell |
103,544
-1,541
| -1% | -$258K | 0.33% | 52 |
|
|
2024
Q4 | $15.2M | Sell |
105,085
-10,102
| -9% | -$1.46M | 0.3% | 61 |
|
|
2024
Q3 | $17M | Buy |
115,187
+14,928
| +15% | +$2.2M | 0.36% | 52 |
|
|
2024
Q2 | $15.7M | Sell |
100,259
-3,759
| -4% | -$588K | 0.37% | 49 |
|
|
2024
Q1 | $16.4M | Buy |
104,018
+13,623
| +15% | +$2.15M | 0.41% | 46 |
|
|
2023
Q4 | $13.5M | Sell |
90,395
-873
| -1% | -$130K | 0.4% | 51 |
|
|
2023
Q3 | $15.4M | Buy |
91,268
+3,355
| +4% | +$566K | 0.55% | 34 |
|
|
2023
Q2 | $13.8M | Sell |
87,913
-161
| -0.2% | -$25.3K | 0.54% | 33 |
|
|
2023
Q1 | $14.4M | Sell |
88,074
-125
| -0.1% | -$20.4K | 0.6% | 30 |
|
|
2022
Q4 | $15.8M | Sell |
88,199
-1,128
| -1% | -$202K | 0.69% | 25 |
|
|
2022
Q3 | $12.8M | Sell |
89,327
-6,299
| -7% | -$905K | 0.61% | 30 |
|
|
2022
Q2 | $13.8M | Buy |
95,626
+11,162
| +13% | +$1.62M | 0.66% | 22 |
|
|
2022
Q1 | $13.8M | Buy |
84,464
+17,608
| +26% | +$2.87M | 0.61% | 28 |
|
|
2021
Q4 | $7.85M | Buy |
66,856
+8,157
| +14% | +$957K | 0.33% | 66 |
|
|
2021
Q3 | $5.96M | Buy |
58,699
+814
| +1% | +$82.6K | 0.28% | 79 |
|
|
2021
Q2 | $6.15M | Buy |
57,885
+1,107
| +2% | +$118K | 0.3% | 69 |
|
|
2021
Q1 | $6M | Buy |
56,778
+198
| +0.3% | +$20.9K | 0.34% | 66 |
|
|
2020
Q4 | $4.78M | Buy |
56,580
+27,464
| +94% | +$2.32M | 0.35% | 65 |
|
|
2020
Q3 | $2.1M | Sell |
29,116
-27,087
| -48% | -$1.95M | 0.19% | 131 |
|
|
2020
Q2 | $5.02M | Buy |
56,203
+1,214
| +2% | +$108K | 0.5% | 43 |
|
|
2020
Q1 | $3.98M | Buy |
54,989
+11,517
| +26% | +$834K | 0.54% | 44 |
|
|
2019
Q4 | $5.24M | Buy |
43,472
+3,911
| +10% | +$471K | 0.66% | 31 |
|
|
2019
Q3 | $4.69M | Buy |
39,561
+1,513
| +4% | +$179K | 0.74% | 29 |
|
|
2019
Q2 | $4.74M | Sell |
38,048
-1,049
| -3% | -$131K | 0.79% | 26 |
|
|
2019
Q1 | $4.82M | Buy |
39,097
+4,176
| +12% | +$514K | 0.73% | 24 |
|
|
2018
Q4 | $3.8M | Buy |
34,921
+2
| +0% | +$218 | 0.83% | 26 |
|
|
2018
Q3 | $4.27M | Buy |
34,919
+2,415
| +7% | +$295K | 0.87% | 22 |
|
|
2018
Q2 | $4.11M | Buy |
32,504
+3,744
| +13% | +$473K | 0.98% | 19 |
|
|
2018
Q1 | $3.28M | Buy |
28,760
+20,710
| +257% | +$2.36M | 0.82% | 30 |
|
|
2017
Q4 | $1.01M | Buy |
8,050
+1,423
| +21% | +$178K | 0.36% | 82 |
|
|
2017
Q3 | $779K | Sell |
6,627
-5,086
| -43% | -$598K | 0.34% | 89 |
|
|
2017
Q2 | $1.22M | Sell |
11,713
-2,621
| -18% | -$273K | 0.63% | 44 |
|
|
2017
Q1 | $1.54M | Buy |
+14,334
| New | +$1.54M | 0.91% | 19 |
|