LaSalle St. Investment 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 | $520K | Sell |
3,634
-277
| -7% | -$39.6K | 0.14% | 146 |
|
|
2025
Q1 | $654K | Buy |
3,911
+148
| +4% | +$24.7K | 0.15% | 124 |
|
|
2024
Q4 | $545K | Sell |
3,763
-3,583
| -49% | -$519K | 0.17% | 119 |
|
|
2024
Q3 | $1.08M | Buy |
7,346
+651
| +10% | +$95.8K | 0.42% | 41 |
|
|
2024
Q2 | $1.05M | Buy |
6,695
+3,018
| +82% | +$472K | 0.52% | 32 |
|
|
2024
Q1 | $549K | Buy |
3,677
+43
| +1% | +$6.42K | 0.31% | 54 |
|
|
2023
Q4 | $5.42M | Sell |
3,634
-19
| -0.5% | -$28.3K | 0.36% | 44 |
|
|
2023
Q3 | $616K | Buy |
3,653
+2,002
| +121% | +$338K | 0.3% | 45 |
|
|
2023
Q2 | $259K | Sell |
1,651
-2,001
| -55% | -$314K | 0.11% | 99 |
|
|
2023
Q1 | $595K | Buy |
3,652
+1,071
| +41% | +$174K | 0.26% | 58 |
|
|
2022
Q4 | $463K | Buy |
+2,581
| New | +$463K | 0.22% | 56 |
|