L.J. Altfest & Co’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 | $542K | Buy |
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|
2025
Q2 | $352K | Buy |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $346K | Buy |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $567K | Buy |
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|
2022
Q3 | $449K | Buy |
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|
2022
Q2 | $423K | Sell |
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|
2022
Q1 | $477K | Buy |
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|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $375K | Sell |
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|
2021
Q2 | $392K | Buy |
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|
2021
Q1 | $390K | Sell |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $349K | Sell |
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|
2020
Q2 | $652K | Buy |
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|
2020
Q1 | $407K | Sell |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $985K | Sell |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $681K | Sell |
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|
2018
Q4 | $607K | Sell |
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|
2018
Q3 | $718K | Sell |
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|
2018
Q2 | $750K | Buy |
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|
2018
Q1 | $676K | Sell |
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|
2017
Q4 | $829K | Buy |
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|
2017
Q3 | $615K | Sell |
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|
2017
Q2 | $552K | Sell |
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|
2017
Q1 | $579K | Sell |
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|
2016
Q4 | $645K | Sell |
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|
2016
Q3 | $571K | Buy |
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|
2016
Q2 | $577K | Sell |
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|
2016
Q1 | $1.4M | Sell |
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|
2015
Q4 | $1.58M | Sell |
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|
2015
Q3 | $1.43M | Sell |
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|
2015
Q2 | $1.85M | Sell |
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|
2015
Q1 | $2.01M | Buy |
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|
2014
Q4 | $1.73M | Buy |
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|
2014
Q3 | $1.77M | Sell |
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|
2014
Q2 | $1.96M | Buy |
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|
2014
Q1 | $1.64M | Sell |
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|
2013
Q4 | $1.76M | Buy |
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