Alan B. Lancz & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
2,067
| – | – | 0.3% | 89 |
|
|
2025
Q1 | $346K | Sell |
2,067
-350
| -14% | -$58.6K | 0.37% | 77 |
|
|
2024
Q4 | $350K | Sell |
2,417
-432
| -15% | -$62.6K | 0.36% | 73 |
|
|
2024
Q3 | $420K | Buy |
2,849
+350
| +14% | +$51.5K | 0.38% | 73 |
|
|
2024
Q2 | $391K | Buy |
+2,499
| New | +$391K | 0.39% | 67 |
|
|
2023
Q4 | $364K | Hold |
2,443
| – | – | 0.38% | 77 |
|
|
2023
Q3 | $412K | Hold |
2,443
| – | – | 0.47% | 58 |
|
|
2023
Q2 | $384K | Hold |
2,443
| – | – | 0.41% | 80 |
|
|
2023
Q1 | $399K | Hold |
2,443
| – | – | 0.41% | 72 |
|
|
2022
Q4 | $434K | Hold |
2,443
| – | – | 0.44% | 67 |
|
|
2022
Q3 | $351K | Hold |
2,443
| – | – | 0.42% | 72 |
|
|
2022
Q2 | $400K | Sell |
2,443
-65
| -3% | -$10.6K | 0.4% | 72 |
|
|
2022
Q1 | $408K | Hold |
2,508
| – | – | 0.36% | 82 |
|
|
2021
Q4 | $294K | Buy |
+2,508
| New | +$294K | 0.26% | 106 |
|