Kohmann Bosshard Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
1,643
+80
| +5% | +$11.5K | 0.03% | 173 |
|
|
2025
Q1 | $262K | Sell |
1,563
-370
| -19% | -$61.9K | 0.03% | 178 |
|
|
2024
Q4 | $280K | Buy |
1,933
+8
| +0.4% | +$1.16K | 0.03% | 160 |
|
|
2024
Q3 | $283K | Sell |
1,925
-324
| -14% | -$47.7K | 0.04% | 166 |
|
|
2024
Q2 | $352K | Sell |
2,249
-329
| -13% | -$51.5K | 0.05% | 140 |
|
|
2024
Q1 | $407K | Buy |
2,578
+392
| +18% | +$61.8K | 0.06% | 129 |
|
|
2023
Q4 | $326K | Buy |
2,186
+1
| +0% | +$149 | 0.05% | 142 |
|
|
2023
Q3 | $368K | Sell |
2,185
-59
| -3% | -$9.95K | 0.06% | 121 |
|
|
2023
Q2 | $353K | Buy |
2,244
+338
| +18% | +$53.2K | 0.06% | 123 |
|
|
2023
Q1 | $311K | Buy |
1,906
+78
| +4% | +$12.7K | 0.06% | 116 |
|
|
2022
Q4 | $328K | Sell |
1,828
-6
| -0.3% | -$1.08K | 0.07% | 105 |
|
|
2022
Q3 | $263K | Buy |
1,834
+45
| +3% | +$6.45K | 0.06% | 106 |
|
|
2022
Q2 | $259K | Buy |
1,789
+359
| +25% | +$52K | 0.06% | 111 |
|
|
2022
Q1 | $233K | Buy |
+1,430
| New | +$233K | 0.05% | 119 |
|
|
2019
Q3 | – | Sell |
-1,075
| Closed | -$134K | – | 114 |
|
|
2019
Q2 | $134K | Buy |
+1,075
| New | +$134K | 0.06% | 94 |
|
|
2017
Q1 | $125K | Buy |
+1,163
| New | +$125K | 0.11% | 75 |
|