Lantz Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Buy |
26,225
+2,223
| +9% | +$318K | 0.94% | 23 |
|
|
2025
Q1 | $4.02M | Sell |
24,002
-363
| -1% | -$60.7K | 1.1% | 18 |
|
|
2024
Q4 | $3.53M | Buy |
24,365
+1,264
| +5% | +$183K | 0.94% | 23 |
|
|
2024
Q3 | $3.4M | Sell |
23,101
-233
| -1% | -$34.3K | 0.92% | 21 |
|
|
2024
Q2 | $3.65M | Buy |
23,334
+623
| +3% | +$97.5K | 1.13% | 19 |
|
|
2024
Q1 | $3.58M | Buy |
22,711
+866
| +4% | +$137K | 1.15% | 16 |
|
|
2023
Q4 | $3.26M | Buy |
21,845
+438
| +2% | +$65.3K | 1.18% | 15 |
|
|
2023
Q3 | $3.61M | Buy |
21,407
+210
| +1% | +$35.4K | 1.44% | 12 |
|
|
2023
Q2 | $3.34M | Buy |
21,197
+293
| +1% | +$46.1K | 1.31% | 16 |
|
|
2023
Q1 | $3.41M | Buy |
20,904
+3,725
| +22% | +$608K | 1.42% | 13 |
|
|
2022
Q4 | $3.08M | Sell |
17,179
-379
| -2% | -$68K | 1.4% | 14 |
|
|
2022
Q3 | $2.52M | Buy |
17,558
+40
| +0.2% | +$5.75K | 1.31% | 14 |
|
|
2022
Q2 | $2.54M | Sell |
17,518
-896
| -5% | -$130K | 1.14% | 18 |
|
|
2022
Q1 | $3M | Sell |
18,414
-1,027
| -5% | -$167K | 1.22% | 15 |
|
|
2021
Q4 | $2.28M | Buy |
19,441
+512
| +3% | +$60.1K | 1.05% | 18 |
|
|
2021
Q3 | $1.92M | Buy |
18,929
+300
| +2% | +$30.4K | 0.98% | 20 |
|
|
2021
Q2 | $1.95M | Buy |
18,629
+323
| +2% | +$33.8K | 1% | 20 |
|
|
2021
Q1 | $1.92M | Buy |
18,306
+500
| +3% | +$52.4K | 1.09% | 19 |
|
|
2020
Q4 | $1.5M | Buy |
17,806
+300
| +2% | +$25.3K | 0.94% | 28 |
|
|
2020
Q3 | $1.26M | Buy |
17,506
+864
| +5% | +$62.2K | 0.85% | 38 |
|
|
2020
Q2 | $1.49M | Sell |
16,642
-50
| -0.3% | -$4.46K | 1.07% | 26 |
|
|
2020
Q1 | $1.21M | Sell |
16,692
-168
| -1% | -$12.2K | 0.95% | 32 |
|
|
2019
Q4 | $2.03M | Buy |
16,860
+564
| +3% | +$68K | 1.2% | 15 |
|
|
2019
Q3 | $1.83M | Sell |
16,296
-127
| -0.8% | -$14.3K | 1.24% | 14 |
|
|
2019
Q2 | $2.02M | Buy |
16,423
+264
| +2% | +$32.5K | 1.37% | 10 |
|
|
2019
Q1 | $1.99M | Buy |
+16,159
| New | +$1.99M | 1.44% | 9 |
|