LI
Lafayette Investments’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
12,662
-80
| -0.6% | -$11.5K | 0.37% | 55 |
|
|
2025
Q1 | $2.13M | Sell |
12,742
-390
| -3% | -$65.2K | 0.45% | 50 |
|
|
2024
Q4 | $1.9M | Sell |
13,132
-450
| -3% | -$65.2K | 0.41% | 54 |
|
|
2024
Q3 | $2M | Sell |
13,582
-43
| -0.3% | -$6.33K | 0.42% | 53 |
|
|
2024
Q2 | $2.13M | Sell |
13,625
-168
| -1% | -$26.3K | 0.48% | 48 |
|
|
2024
Q1 | $2.18M | Sell |
13,793
-5
| -0% | -$789 | 0.49% | 48 |
|
|
2023
Q4 | $2.06M | Buy |
13,798
+300
| +2% | +$44.7K | 0.51% | 48 |
|
|
2023
Q3 | $2.28M | Sell |
13,498
-19
| -0.1% | -$3.2K | 0.62% | 40 |
|
|
2023
Q2 | $2.13M | Sell |
13,517
-230
| -2% | -$36.2K | 0.56% | 45 |
|
|
2023
Q1 | $2.24M | Hold |
13,747
| – | – | 0.62% | 45 |
|
|
2022
Q4 | $2.47M | Hold |
13,747
| – | – | 0.69% | 44 |
|
|
2022
Q3 | $1.98M | Sell |
13,747
-90
| -0.7% | -$12.9K | 0.61% | 46 |
|
|
2022
Q2 | $2M | Sell |
13,837
-1,020
| -7% | -$148K | 0.58% | 49 |
|
|
2022
Q1 | $2.42M | Sell |
14,857
-1,000
| -6% | -$163K | 0.6% | 48 |
|
|
2021
Q4 | $1.86M | Sell |
15,857
-105
| -0.7% | -$12.3K | 0.47% | 52 |
|
|
2021
Q3 | $1.62M | Buy |
15,962
+1,200
| +8% | +$122K | 0.44% | 53 |
|
|
2021
Q2 | $1.55M | Buy |
14,762
+5,192
| +54% | +$544K | 0.42% | 54 |
|
|
2021
Q1 | $1M | Sell |
9,570
-2,090
| -18% | -$219K | 0.32% | 58 |
|
|
2020
Q4 | $985K | Buy |
11,660
+1,029
| +10% | +$86.9K | 0.33% | 59 |
|
|
2020
Q3 | $765K | Buy |
10,631
+310
| +3% | +$22.3K | 0.29% | 58 |
|
|
2020
Q2 | $921K | Buy |
10,321
+5,195
| +101% | +$464K | 0.38% | 55 |
|
|
2020
Q1 | $371K | Buy |
5,126
+48
| +0.9% | +$3.47K | 0.18% | 62 |
|
|
2019
Q4 | $612K | Buy |
5,078
+285
| +6% | +$34.3K | 0.21% | 55 |
|
|
2019
Q3 | $568K | Hold |
4,793
| – | – | 0.21% | 56 |
|
|
2019
Q2 | $596K | Hold |
4,793
| – | – | 0.21% | 55 |
|
|
2019
Q1 | $590K | Buy |
4,793
+22
| +0.5% | +$2.71K | 0.22% | 56 |
|
|
2018
Q4 | $519K | Buy |
4,771
+2,707
| +131% | +$294K | 0.21% | 56 |
|
|
2018
Q3 | $252K | Buy |
+2,064
| New | +$252K | 0.09% | 76 |
|
|
2016
Q3 | – | Sell |
-2,403
| Closed | -$252K | – | 69 |
|
|
2016
Q2 | $252K | Sell |
2,403
-1,165
| -33% | -$122K | 0.1% | 59 |
|
|
2016
Q1 | $340K | Buy |
3,568
+28
| +0.8% | +$2.67K | 0.14% | 52 |
|
|
2015
Q4 | $318K | Buy |
3,540
+150
| +4% | +$13.5K | 0.13% | 56 |
|
|
2015
Q3 | $267K | Hold |
3,390
| – | – | 0.12% | 62 |
|
|
2015
Q2 | $327K | Hold |
3,390
| – | – | 0.14% | 54 |
|
|
2015
Q1 | $356K | Hold |
3,390
| – | – | 0.15% | 54 |
|
|
2014
Q4 | $380K | Sell |
3,390
-67
| -2% | -$7.51K | 0.16% | 53 |
|
|
2014
Q3 | $412K | Buy |
3,457
+67
| +2% | +$7.99K | 0.19% | 49 |
|
|
2014
Q2 | $443K | Hold |
3,390
| – | – | 0.19% | 45 |
|
|
2014
Q1 | $403K | Hold |
3,390
| – | – | 0.18% | 48 |
|
|
2013
Q4 | $423K | Hold |
3,390
| – | – | 0.2% | 48 |
|
|
2013
Q3 | $412K | Hold |
3,390
| – | – | 0.2% | 49 |
|
|
2013
Q2 | $401K | Buy |
+3,390
| New | +$401K | 0.19% | 51 |
|