Lakeside Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
2,000
-197
| -9% | -$28.2K | 0.18% | 53 |
|
|
2025
Q1 | $367K | Buy |
2,197
+1
| +0% | +$167 | 0.24% | 49 |
|
|
2024
Q4 | $318K | Buy |
2,196
+50
| +2% | +$7.24K | 0.21% | 52 |
|
|
2024
Q3 | $316K | Sell |
2,146
-50
| -2% | -$7.36K | 0.2% | 54 |
|
|
2024
Q2 | $343K | Sell |
2,196
-150
| -6% | -$23.5K | 0.22% | 50 |
|
|
2024
Q1 | $370K | Buy |
2,346
+74
| +3% | +$11.7K | 0.24% | 48 |
|
|
2023
Q4 | $339K | Hold |
2,272
| – | – | 0.24% | 48 |
|
|
2023
Q3 | $383K | Hold |
2,272
| – | – | 0.29% | 41 |
|
|
2023
Q2 | $357K | Buy |
2,272
+103
| +5% | +$16.2K | 0.26% | 45 |
|
|
2023
Q1 | $354K | Hold |
2,169
| – | – | 0.27% | 46 |
|
|
2022
Q4 | $389K | Hold |
2,169
| – | – | 0.32% | 41 |
|
|
2022
Q3 | $312K | Hold |
2,169
| – | – | 0.28% | 41 |
|
|
2022
Q2 | $314K | Hold |
2,169
| – | – | 0.27% | 44 |
|
|
2022
Q1 | $353K | Hold |
2,169
| – | – | 0.27% | 39 |
|
|
2021
Q4 | $254K | Buy |
+2,169
| New | +$254K | 0.19% | 48 |
|