Lane & Associates’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $477K | Buy |
2,851
+20
| +0.7% | +$3.35K | 0.26% | 67 |
|
|
2024
Q4 | $422K | Buy |
2,831
+285
| +11% | +$42.5K | 0.22% | 78 |
|
|
2024
Q3 | $375K | Buy |
2,546
+51
| +2% | +$7.51K | 0.2% | 78 |
|
|
2024
Q2 | $390K | Buy |
2,495
+310
| +14% | +$48.5K | 0.23% | 76 |
|
|
2024
Q1 | $345K | Buy |
+2,185
| New | +$345K | 0.22% | 81 |
|
|
2023
Q4 | – | Sell |
-1,608
| Closed | -$271K | – | 103 |
|
|
2023
Q3 | $271K | Buy |
1,608
+26
| +2% | +$4.39K | 0.22% | 83 |
|
|
2023
Q2 | $249K | Sell |
1,582
-39
| -2% | -$6.14K | 0.2% | 87 |
|
|
2023
Q1 | $264K | Sell |
1,621
-497
| -23% | -$81.1K | 0.24% | 80 |
|
|
2022
Q4 | $380K | Buy |
+2,118
| New | +$380K | 0.36% | 61 |
|