KFP
KMG Fiduciary Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Buy |
74,518
+1,265
| +2% | +$181K | 0.79% | 32 |
|
|
2025
Q1 | $12.3M | Buy |
73,253
+4,775
| +7% | +$799K | 1.02% | 22 |
|
|
2024
Q4 | $9.92M | Sell |
68,478
-504
| -0.7% | -$73K | 0.82% | 26 |
|
|
2024
Q3 | $10.2M | Sell |
68,982
-12,152
| -15% | -$1.79M | 0.88% | 25 |
|
|
2024
Q2 | $12.7M | Buy |
81,134
+1,221
| +2% | +$191K | 1.25% | 18 |
|
|
2024
Q1 | $12.6M | Buy |
79,913
+3,101
| +4% | +$489K | 1.31% | 16 |
|
|
2023
Q4 | $11.5M | Buy |
76,812
+1,071
| +1% | +$160K | 1.33% | 15 |
|
|
2023
Q3 | $12.8M | Buy |
75,741
+1,753
| +2% | +$296K | 1.69% | 10 |
|
|
2023
Q2 | $11.6M | Buy |
73,988
+7,787
| +12% | +$1.23M | 1.51% | 12 |
|
|
2023
Q1 | $10.8M | Buy |
66,201
+6,226
| +10% | +$1.02M | 1.55% | 11 |
|
|
2022
Q4 | $10.8M | Buy |
59,975
+3,024
| +5% | +$543K | 1.77% | 7 |
|
|
2022
Q3 | $8.18M | Buy |
56,951
+14,954
| +36% | +$2.15M | 1.57% | 10 |
|
|
2022
Q2 | $6.08M | Sell |
41,997
-614
| -1% | -$88.9K | 1.13% | 19 |
|
|
2022
Q1 | $6.94M | Buy |
42,611
+2,747
| +7% | +$447K | 1.11% | 22 |
|
|
2021
Q4 | $4.68M | Buy |
39,864
+4,607
| +13% | +$541K | 0.72% | 37 |
|
|
2021
Q3 | $3.58M | Buy |
35,257
+2,714
| +8% | +$275K | 0.61% | 44 |
|
|
2021
Q2 | $3.41M | Buy |
32,543
+1,458
| +5% | +$153K | 0.6% | 43 |
|
|
2021
Q1 | $3.26M | Buy |
31,085
+3,335
| +12% | +$349K | 0.64% | 42 |
|
|
2020
Q4 | $2.41M | Buy |
27,750
+4,186
| +18% | +$364K | 0.51% | 47 |
|
|
2020
Q3 | $1.7M | Buy |
23,564
+19,805
| +527% | +$1.43M | 0.42% | 53 |
|
|
2020
Q2 | $335K | Buy |
+3,759
| New | +$335K | 0.09% | 109 |
|
|
2020
Q1 | – | Sell |
-16,884
| Closed | -$2.04M | – | 133 |
|
|
2019
Q4 | $2.04M | Buy |
16,884
+1,231
| +8% | +$148K | 0.62% | 41 |
|
|
2019
Q3 | $1.86M | Buy |
15,653
+60
| +0.4% | +$7.11K | 0.63% | 38 |
|
|
2019
Q2 | $1.94M | Buy |
15,593
+788
| +5% | +$98K | 0.7% | 37 |
|
|
2019
Q1 | $1.82M | Buy |
14,805
+2,413
| +19% | +$297K | 0.69% | 38 |
|
|
2018
Q4 | $1.35M | Buy |
+12,392
| New | +$1.35M | 0.61% | 38 |
|