L.M. Kohn & Company’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
6,844
-564
| -8% | -$80.8K | 0.26% | 75 |
|
|
2025
Q1 | $1.24M | Buy |
7,408
+32
| +0.4% | +$5.35K | 0.32% | 54 |
|
|
2024
Q4 | $1.07M | Sell |
7,376
-31
| -0.4% | -$4.49K | 0.28% | 67 |
|
|
2024
Q3 | $1.09M | Buy |
7,407
+290
| +4% | +$42.7K | 0.28% | 74 |
|
|
2024
Q2 | $1.11M | Sell |
7,117
-261
| -4% | -$40.8K | 0.3% | 62 |
|
|
2024
Q1 | $1.16M | Buy |
7,378
+1,050
| +17% | +$166K | 0.33% | 58 |
|
|
2023
Q4 | $944K | Sell |
6,328
-124
| -2% | -$18.5K | 0.3% | 72 |
|
|
2023
Q3 | $1.09M | Buy |
6,452
+22
| +0.3% | +$3.71K | 0.4% | 53 |
|
|
2023
Q2 | $1.01M | Buy |
6,430
+2,923
| +83% | +$460K | 0.38% | 60 |
|
|
2023
Q1 | $572K | Buy |
3,507
+73
| +2% | +$11.9K | 0.24% | 99 |
|
|
2022
Q4 | $616K | Buy |
3,434
+132
| +4% | +$23.7K | 0.29% | 87 |
|
|
2022
Q3 | $475K | Buy |
3,302
+12
| +0.4% | +$1.73K | 0.23% | 102 |
|
|
2022
Q2 | $477K | Hold |
3,290
| – | – | 0.22% | 116 |
|
|
2022
Q1 | $536K | Buy |
+3,290
| New | +$536K | 0.21% | 120 |
|