KKM Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $264K | Hold |
1,843
| – | – | 0.09% | 138 |
|
2025
Q1 | $308K | Hold |
1,843
| – | – | 0.13% | 118 |
|
2024
Q4 | $267K | Hold |
1,843
| – | – | 0.11% | 130 |
|
2024
Q3 | $271K | Hold |
1,843
| – | – | 0.13% | 123 |
|
2024
Q2 | $288K | Hold |
1,843
| – | – | 0.14% | 127 |
|
2024
Q1 | $291K | Hold |
1,843
| – | – | 0.14% | 124 |
|
2023
Q4 | $275K | Buy |
+1,843
| New | +$275K | 0.17% | 104 |
|