Lantern Wealth 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 | $969K | Buy |
+6,770
| New | +$969K | 0.58% | 50 |
|
|
2024
Q4 | $804K | Buy |
5,548
+128
| +2% | +$18.5K | 0.52% | 49 |
|
|
2024
Q3 | $798K | Hold |
5,420
| – | – | 0.55% | 50 |
|
|
2024
Q2 | $848K | Sell |
5,420
-500
| -8% | -$78.2K | 0.61% | 45 |
|
|
2024
Q1 | $934K | Sell |
5,920
-205
| -3% | -$32.3K | 0.66% | 46 |
|
|
2023
Q4 | $914K | Buy |
+6,125
| New | +$914K | 0.72% | 39 |
|