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Carnegie Lake Advisors’s Chevron CVX Stock Holding History

Carnegie Lake Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.65M Sell
18,514
-86
-0.5% -$12.3K 1.05% 23
2025
Q1 		$3.11M Hold
18,600
– – 1.26% 17
2024
Q4 		$2.69M Hold
18,600
– – 1.09% 22
2024
Q3 		$2.74M Buy
+18,600
New +$2.74M 1.08% 20