United Capital Management of KS’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Buy |
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|
2025
Q1 | $6.69M | Buy |
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|
2024
Q4 | $5.14M | Buy |
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|
2024
Q3 | $5.11M | Buy |
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|
2024
Q2 | $5.37M | Buy |
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|
2024
Q1 | $4.06M | Buy |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $3.2M | Buy |
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|
2023
Q2 | $2.79M | Buy |
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|
2023
Q1 | $2.75M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.11M | Buy |
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|
2019
Q3 | $1.7M | Buy |
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|
2019
Q2 | $1.74M | Buy |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $1.29M | Buy |
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|
2018
Q3 | $1.29M | Buy |
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