Lake Street Private Wealth’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
9,469
+62
| +0.7% | +$8.88K | 0.19% | 91 |
|
|
2025
Q1 | $1.57M | Sell |
9,407
-1,847
| -16% | -$309K | 0.26% | 85 |
|
|
2024
Q4 | $1.63M | Sell |
11,254
-1,938
| -15% | -$281K | 0.26% | 76 |
|
|
2024
Q3 | $1.94M | Sell |
13,192
-4,790
| -27% | -$705K | 0.31% | 80 |
|
|
2024
Q2 | $2.81M | Sell |
17,982
-297
| -2% | -$46.5K | 0.36% | 74 |
|
|
2024
Q1 | $2.88M | Buy |
18,279
+1,616
| +10% | +$255K | 0.4% | 69 |
|
|
2023
Q4 | $2.49M | Buy |
16,663
+828
| +5% | +$124K | 0.39% | 71 |
|
|
2023
Q3 | $2.7M | Buy |
15,835
+553
| +4% | +$94.3K | 0.49% | 58 |
|
|
2023
Q2 | $2.4M | Buy |
15,282
+111
| +0.7% | +$17.5K | 0.42% | 73 |
|
|
2023
Q1 | $2.48M | Sell |
15,171
-342
| -2% | -$55.8K | 0.46% | 67 |
|
|
2022
Q4 | $2.78M | Sell |
15,513
-769
| -5% | -$138K | 0.58% | 51 |
|
|
2022
Q3 | $2.34M | Sell |
16,282
-477
| -3% | -$68.5K | 0.54% | 53 |
|
|
2022
Q2 | $2.43M | Sell |
16,759
-144
| -0.9% | -$20.8K | 0.51% | 54 |
|
|
2022
Q1 | $2.75M | Buy |
16,903
+943
| +6% | +$154K | 0.49% | 57 |
|
|
2021
Q4 | $1.87M | Buy |
15,960
+5,846
| +58% | +$686K | 0.33% | 85 |
|
|
2021
Q3 | $1.03M | Sell |
10,114
-563
| -5% | -$57.1K | 0.25% | 97 |
|
|
2021
Q2 | $1.13M | Buy |
10,677
+291
| +3% | +$30.9K | 0.29% | 91 |
|
|
2021
Q1 | $1.09M | Sell |
10,386
-1,487
| -13% | -$156K | 0.3% | 89 |
|
|
2020
Q4 | $1M | Buy |
11,873
+413
| +4% | +$34.9K | 0.29% | 90 |
|
|
2020
Q3 | $825K | Buy |
11,460
+575
| +5% | +$41.4K | 0.28% | 86 |
|
|
2020
Q2 | $971K | Buy |
10,885
+950
| +10% | +$84.7K | 0.36% | 73 |
|
|
2020
Q1 | $720K | Sell |
9,935
-4
| -0% | -$290 | 0.33% | 76 |
|
|
2019
Q4 | $1.2M | Buy |
9,939
+892
| +10% | +$108K | 0.46% | 74 |
|
|
2019
Q3 | $1.07M | Buy |
9,047
+32
| +0.4% | +$3.8K | 0.49% | 68 |
|
|
2019
Q2 | $1.12M | Buy |
9,015
+820
| +10% | +$102K | 0.66% | 54 |
|
|
2019
Q1 | $1.01M | Buy |
+8,195
| New | +$1.01M | 0.69% | 52 |
|