Lake Street Private Wealth’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 | $1.42M | Sell |
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|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.94M | Sell |
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|
2024
Q2 | $2.81M | Sell |
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|
2024
Q1 | $2.88M | Buy |
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|
2023
Q4 | $2.49M | Buy |
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|
2023
Q3 | $2.7M | Buy |
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|
2023
Q2 | $2.4M | Buy |
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|
2023
Q1 | $2.48M | Sell |
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|
2022
Q4 | $2.78M | Sell |
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|
2022
Q3 | $2.34M | Sell |
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|
2022
Q2 | $2.43M | Sell |
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $1.87M | Buy |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $825K | Buy |
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|
2020
Q2 | $971K | Buy |
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|
2020
Q1 | $720K | Sell |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $1.01M | Buy |
|