Ownership history in Keystone Wealth Services, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in CHEVRON CORP NEW (CVX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 42,417 | +1,018 | +2.5% | 1.36% | $6.5M | $150.93 |
| 2025 Q3 | ADDED | 41,399 | +39,981 | +2819.5% | 1.40% | $6.4M | $152.09 |
| 2025 Q2 | ADDED | 1,418 | +5 | +0.4% | 0.05% | $203K | $138.69 |
| 2025 Q1 | REDUCED | 1,413 | -168 | -10.6% | 0.06% | $236K | $160.09 |
| 2024 Q2 | ADDED | 1,581 | +9 | +0.6% | 0.08% | $247K | $144.92 |
| 2024 Q1 | ADDED | 1,572 | +2 | +0.1% | 0.08% | $248K | $144.69 |
| 2023 Q4 | ADDED | 1,570 | +4 | +0.3% | 0.08% | $234K | $135.34 |
| 2023 Q3 | REDUCED | 1,566 | -121 | -7.2% | 0.10% | $264K | $151.41 |
| 2023 Q2 | ADDED | 1,687 | +7 | +0.4% | 0.10% | $265K | $139.95 |
| 2023 Q1 | ADDED | 1,680 | +21 | +1.3% | 0.11% | $274K | $143.71 |
As of 2025 Q4 — sorted by position size