Lakeshore Financial Planning’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Sell |
1,830
-125
| -6% | -$17.9K | 0.11% | 61 |
|
|
2025
Q1 | $327K | Sell |
1,955
-714
| -27% | -$119K | 0.14% | 47 |
|
|
2024
Q4 | $387K | Hold |
2,669
| – | – | 0.16% | 42 |
|
|
2024
Q3 | $393K | Hold |
2,669
| – | – | 0.17% | 41 |
|
|
2024
Q2 | $417K | Buy |
2,669
+302
| +13% | +$47.2K | 0.2% | 35 |
|
|
2024
Q1 | $373K | Buy |
2,367
+700
| +42% | +$110K | 0.19% | 39 |
|
|
2023
Q4 | $249K | Sell |
1,667
-368
| -18% | -$54.9K | 0.14% | 46 |
|
|
2023
Q3 | $343K | Buy |
+2,035
| New | +$343K | 0.2% | 40 |
|