LWM
Lakeridge Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Sell |
3,622
-193
| -5% | -$27.6K | 0.24% | 78 |
|
|
2025
Q1 | $638K | Sell |
3,815
-59
| -2% | -$9.87K | 0.32% | 55 |
|
|
2024
Q4 | $561K | Sell |
3,874
-419
| -10% | -$60.7K | 0.29% | 73 |
|
|
2024
Q3 | $632K | Sell |
4,293
-857
| -17% | -$126K | 0.35% | 56 |
|
|
2024
Q2 | $806K | Sell |
5,150
-197
| -4% | -$30.8K | 0.48% | 39 |
|
|
2024
Q1 | $843K | Sell |
5,347
-455
| -8% | -$71.8K | 0.55% | 34 |
|
|
2023
Q4 | $865K | Buy |
+5,802
| New | +$865K | 0.63% | 33 |
|