KPP Advisory 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 | $724K | Buy |
5,055
+1,438
| +40% | +$206K | 0.12% | 150 |
|
|
2025
Q1 | $605K | Buy |
3,617
+782
| +28% | +$131K | 0.11% | 151 |
|
|
2024
Q4 | $411K | Buy |
2,835
+110
| +4% | +$15.9K | 0.1% | 156 |
|
|
2024
Q3 | $401K | Sell |
2,725
-88
| -3% | -$13K | 0.1% | 161 |
|
|
2024
Q2 | $440K | Sell |
2,813
-14
| -0.5% | -$2.19K | 0.12% | 142 |
|
|
2024
Q1 | $446K | Sell |
2,827
-59
| -2% | -$9.31K | 0.12% | 137 |
|
|
2023
Q4 | $430K | Sell |
2,886
-864
| -23% | -$129K | 0.38% | 67 |
|
|
2023
Q3 | $632K | Buy |
+3,750
| New | +$632K | 0.21% | 92 |
|