Lake Street Advisors Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.67M | Buy |
25,372
+10,200
| +67% | +$1.48M | 0.17% | 82 |
|
|
2024
Q3 | $2.23M | Sell |
15,172
-10,600
| -41% | -$1.56M | 0.1% | 113 |
|
|
2024
Q2 | $4.03M | Buy |
25,772
+622
| +2% | +$97.3K | 0.19% | 71 |
|
|
2024
Q1 | $3.97M | Buy |
25,150
+364
| +1% | +$57.4K | 0.19% | 78 |
|
|
2023
Q4 | $3.7M | Sell |
24,786
-400
| -2% | -$59.7K | 0.19% | 80 |
|
|
2023
Q3 | $4.25M | Sell |
25,186
-1,562
| -6% | -$263K | 0.25% | 70 |
|
|
2023
Q2 | $4.21M | Buy |
26,748
+2,455
| +10% | +$386K | 0.23% | 67 |
|
|
2023
Q1 | $3.96M | Buy |
24,293
+720
| +3% | +$117K | 0.25% | 64 |
|
|
2022
Q4 | $4.23M | Buy |
+23,573
| New | +$4.23M | 0.28% | 58 |
|
|
2021
Q3 | – | Sell |
-4,444
| Closed | -$456K | – | 272 |
|
|
2021
Q2 | $456K | Buy |
4,444
+93
| +2% | +$9.54K | 0.03% | 175 |
|
|
2021
Q1 | $456K | Buy |
4,351
+33
| +0.8% | +$3.46K | 0.04% | 170 |
|
|
2020
Q4 | $365K | Buy |
4,318
+1,401
| +48% | +$118K | 0.03% | 192 |
|
|
2020
Q3 | $210K | Sell |
2,917
-2,272
| -44% | -$164K | 0.02% | 258 |
|
|
2020
Q2 | $463K | Buy |
5,189
+2,343
| +82% | +$209K | 0.05% | 142 |
|
|
2020
Q1 | $206K | Sell |
2,846
-1,864
| -40% | -$135K | 0.03% | 223 |
|
|
2019
Q4 | $568K | Sell |
4,710
-268
| -5% | -$32.3K | 0.06% | 109 |
|
|
2019
Q3 | $543K | Sell |
4,978
-327
| -6% | -$35.7K | 0.06% | 91 |
|
|
2019
Q2 | $660K | Buy |
5,305
+404
| +8% | +$50.3K | 0.07% | 82 |
|
|
2019
Q1 | $604K | Buy |
4,901
+327
| +7% | +$40.3K | 0.06% | 89 |
|
|
2018
Q4 | $498K | Buy |
4,574
+424
| +10% | +$46.2K | 0.06% | 92 |
|
|
2018
Q3 | $507K | Sell |
4,150
-2,333
| -36% | -$285K | 0.06% | 95 |
|
|
2018
Q2 | $820K | Sell |
6,483
-16
| -0.2% | -$2.02K | 0.08% | 102 |
|
|
2018
Q1 | $741K | Buy |
6,499
+727
| +13% | +$82.9K | 0.08% | 92 |
|
|
2017
Q4 | $723K | Buy |
+5,772
| New | +$723K | 0.08% | 100 |
|