Lakewood Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
1,717
+2
| +0.1% | +$286 | 0.16% | 90 |
|
|
2025
Q1 | $287K | Sell |
1,715
-1,113
| -39% | -$186K | 0.19% | 76 |
|
|
2024
Q4 | $410K | Buy |
2,828
+5
| +0.2% | +$724 | 0.28% | 77 |
|
|
2024
Q3 | $416K | Sell |
2,823
-396
| -12% | -$58.3K | 0.28% | 75 |
|
|
2024
Q2 | $504K | Buy |
3,219
+10
| +0.3% | +$1.56K | 0.35% | 67 |
|
|
2024
Q1 | $506K | Sell |
3,209
-660
| -17% | -$104K | 0.34% | 68 |
|
|
2023
Q4 | $577K | Buy |
3,869
+3
| +0.1% | +$448 | 0.45% | 57 |
|
|
2023
Q3 | $652K | Buy |
3,866
+150
| +4% | +$25.3K | 0.53% | 54 |
|
|
2023
Q2 | $585K | Buy |
3,716
+3
| +0.1% | +$472 | 0.46% | 60 |
|
|
2023
Q1 | $606K | Buy |
3,713
+2
| +0.1% | +$326 | 0.5% | 58 |
|
|
2022
Q4 | $666K | Buy |
+3,711
| New | +$666K | 0.54% | 53 |
|