UCMOK
United Capital Management of KS’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Buy |
42,010
+2,004
| +5% | +$287K | 0.94% | 40 |
|
|
2025
Q1 | $6.69M | Buy |
40,006
+4,505
| +13% | +$754K | 1.38% | 24 |
|
|
2024
Q4 | $5.14M | Buy |
35,501
+798
| +2% | +$116K | 0.94% | 38 |
|
|
2024
Q3 | $5.11M | Buy |
34,703
+395
| +1% | +$58.2K | 1.11% | 32 |
|
|
2024
Q2 | $5.37M | Buy |
34,308
+8,545
| +33% | +$1.34M | 1.18% | 32 |
|
|
2024
Q1 | $4.06M | Buy |
25,763
+5,214
| +25% | +$822K | 0.93% | 41 |
|
|
2023
Q4 | $3.07M | Buy |
20,549
+1,597
| +8% | +$238K | 0.93% | 44 |
|
|
2023
Q3 | $3.2M | Buy |
18,952
+1,231
| +7% | +$208K | 1.09% | 36 |
|
|
2023
Q2 | $2.79M | Buy |
17,721
+867
| +5% | +$136K | 0.89% | 46 |
|
|
2023
Q1 | $2.75M | Buy |
+16,854
| New | +$2.75M | 1.02% | 40 |
|
|
2020
Q1 | – | Sell |
-17,512
| Closed | -$2.11M | – | 81 |
|
|
2019
Q4 | $2.11M | Buy |
17,512
+2,473
| +16% | +$298K | 1.34% | 23 |
|
|
2019
Q3 | $1.7M | Buy |
15,039
+1,121
| +8% | +$127K | 1.24% | 28 |
|
|
2019
Q2 | $1.74M | Buy |
13,918
+640
| +5% | +$79.9K | 1.31% | 25 |
|
|
2019
Q1 | $1.57M | Buy |
13,278
+1,380
| +12% | +$163K | 1.23% | 26 |
|
|
2018
Q4 | $1.29M | Buy |
11,898
+1,063
| +10% | +$116K | 1.2% | 28 |
|
|
2018
Q3 | $1.3M | Buy |
+10,835
| New | +$1.3M | 1.04% | 32 |
|