Alan B. Lancz & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $432K | Buy |
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|
2025
Q2 | $296K | Hold |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q2 | $391K | Buy |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $412K | Hold |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $434K | Hold |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $400K | Sell |
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|
2022
Q1 | $408K | Hold |
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|
2021
Q4 | $294K | Buy |
|