Lakeside Advisors’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 | $311K | Buy |
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|
2025
Q2 | $286K | Sell |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $318K | Buy |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $383K | Hold |
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|
2023
Q2 | $357K | Buy |
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|
2023
Q1 | $354K | Hold |
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|
2022
Q4 | $389K | Hold |
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|
2022
Q3 | $312K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $353K | Hold |
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|
2021
Q4 | $254K | Buy |
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