Kuhn & Co Investment Counsel’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
2,218
| – | – | 0.24% | 108 |
|
|
2025
Q1 | $371K | Hold |
2,218
| – | – | 0.31% | 96 |
|
|
2024
Q4 | $321K | Hold |
2,218
| – | – | 0.27% | 103 |
|
|
2024
Q3 | $327K | Sell |
2,218
-4
| -0.2% | -$589 | 0.28% | 102 |
|
|
2024
Q2 | $348K | Sell |
2,222
-663
| -23% | -$104K | 0.31% | 98 |
|
|
2024
Q1 | $455K | Sell |
2,885
-24
| -0.8% | -$3.79K | 0.43% | 81 |
|
|
2023
Q4 | $434K | Buy |
+2,909
| New | +$434K | 0.44% | 79 |
|