LNWWM
Laird Norton Wetherby Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
+28,346
| New | +$4.06M | 0.18% | 104 |
|
|
2024
Q4 | $4.65M | Sell |
32,097
-5,045
| -14% | -$731K | 0.22% | 70 |
|
|
2024
Q3 | $5.47M | Sell |
37,142
-2,314
| -6% | -$341K | 0.25% | 67 |
|
|
2024
Q2 | $6.17M | Buy |
39,456
+1,011
| +3% | +$158K | 0.29% | 55 |
|
|
2024
Q1 | $6.06M | Buy |
38,445
+38
| +0.1% | +$5.99K | 0.29% | 58 |
|
|
2023
Q4 | $5.73M | Sell |
38,407
-1,170
| -3% | -$175K | 0.3% | 58 |
|
|
2023
Q3 | $6.67M | Buy |
39,577
+148
| +0.4% | +$25K | 0.38% | 44 |
|
|
2023
Q2 | $6.2M | Sell |
39,429
-1,732
| -4% | -$273K | 0.33% | 50 |
|
|
2023
Q1 | $6.72M | Sell |
41,161
-437
| -1% | -$71.3K | 0.39% | 44 |
|
|
2022
Q4 | $7.47M | Buy |
41,598
+2,228
| +6% | +$400K | 0.48% | 31 |
|
|
2022
Q3 | $5.66M | Buy |
39,370
+1,466
| +4% | +$211K | 0.4% | 46 |
|
|
2022
Q2 | $5.49M | Buy |
37,904
+1,649
| +5% | +$239K | 0.37% | 42 |
|
|
2022
Q1 | $5.9M | Sell |
36,255
-1,941
| -5% | -$316K | 0.34% | 45 |
|
|
2021
Q4 | $4.48M | Sell |
38,196
-3,101
| -8% | -$364K | 0.25% | 70 |
|
|
2021
Q3 | $4.19M | Buy |
41,297
+114
| +0.3% | +$11.6K | 0.26% | 69 |
|
|
2021
Q2 | $4.31M | Buy |
41,183
+5,635
| +16% | +$590K | 0.26% | 68 |
|
|
2021
Q1 | $3.73M | Sell |
35,548
-7,172
| -17% | -$752K | 0.28% | 67 |
|
|
2020
Q4 | $3.61M | Buy |
42,720
+4,656
| +12% | +$393K | 0.24% | 74 |
|
|
2020
Q3 | $2.74M | Sell |
38,064
-2,253
| -6% | -$162K | 0.24% | 86 |
|
|
2020
Q2 | $3.6M | Sell |
40,317
-1,231
| -3% | -$110K | 0.34% | 57 |
|
|
2020
Q1 | $3.01M | Sell |
41,548
-10,057
| -19% | -$729K | 0.34% | 64 |
|
|
2019
Q4 | $6.22M | Sell |
51,605
-1,131
| -2% | -$136K | 0.61% | 21 |
|
|
2019
Q3 | $6.25M | Buy |
52,736
+454
| +0.9% | +$53.8K | 0.65% | 23 |
|
|
2019
Q2 | $6.51M | Buy |
52,282
+10,932
| +26% | +$1.36M | 0.71% | 21 |
|
|
2019
Q1 | $5.09M | Buy |
41,350
+2,173
| +6% | +$268K | 0.63% | 25 |
|
|
2018
Q4 | $4.26M | Sell |
39,177
-803
| -2% | -$87.4K | 0.6% | 30 |
|
|
2018
Q3 | $4.89M | Buy |
39,980
+1,325
| +3% | +$162K | 0.6% | 25 |
|
|
2018
Q2 | $4.89M | Sell |
38,655
-153
| -0.4% | -$19.3K | 0.66% | 24 |
|
|
2018
Q1 | $4.43M | Buy |
38,808
+604
| +2% | +$68.9K | 0.61% | 26 |
|
|
2017
Q4 | $4.78M | Buy |
38,204
+2,142
| +6% | +$268K | 0.66% | 23 |
|
|
2017
Q3 | $4.24M | Buy |
36,062
+938
| +3% | +$110K | 0.63% | 25 |
|
|
2017
Q2 | $3.67M | Sell |
35,124
-300
| -0.8% | -$31.3K | 0.62% | 26 |
|
|
2017
Q1 | $3.8M | Buy |
35,424
+1,428
| +4% | +$153K | 0.68% | 22 |
|
|
2016
Q4 | $4M | Buy |
33,996
+948
| +3% | +$112K | 0.78% | 23 |
|
|
2016
Q3 | $3.4M | Buy |
33,048
+1,102
| +3% | +$113K | 0.69% | 24 |
|
|
2016
Q2 | $3.35M | Buy |
31,946
+1,171
| +4% | +$123K | 0.74% | 26 |
|
|
2016
Q1 | $2.94M | Sell |
30,775
-1,186
| -4% | -$113K | 0.69% | 29 |
|
|
2015
Q4 | $2.88M | Buy |
31,961
+3,313
| +12% | +$298K | 0.69% | 29 |
|
|
2015
Q3 | $2.26M | Buy |
28,648
+3,354
| +13% | +$265K | 0.58% | 32 |
|
|
2015
Q2 | $2.44M | Buy |
25,294
+803
| +3% | +$77.5K | 0.59% | 28 |
|
|
2015
Q1 | $2.57M | Sell |
24,491
-1,776
| -7% | -$186K | 0.63% | 26 |
|
|
2014
Q4 | $2.95M | Sell |
26,267
-1,030
| -4% | -$116K | 0.74% | 22 |
|
|
2014
Q3 | $3.26M | Sell |
27,297
-25
| -0.1% | -$2.98K | 0.91% | 19 |
|
|
2014
Q2 | $3.57M | Sell |
27,322
-673
| -2% | -$87.9K | 1.01% | 16 |
|
|
2014
Q1 | $3.33M | Sell |
27,995
-2,439
| -8% | -$290K | 0.95% | 17 |
|
|
2013
Q4 | $3.8M | Buy |
30,434
+447
| +1% | +$55.8K | 1.08% | 15 |
|
|
2013
Q3 | $3.64M | Buy |
29,987
+69
| +0.2% | +$8.38K | 1.14% | 15 |
|
|
2013
Q2 | $3.54M | Buy |
+29,918
| New | +$3.54M | 1.23% | 14 |
|