LWANC
Laurel Wealth Advisors (North Carolina)’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Buy |
3,722,217
+3,696,177
| +14,194% | +$25.8M | 0.37% | 58 |
|
|
2025
Q1 | $4.36M | Buy |
26,040
+116
| +0.4% | +$19.4K | 0.68% | 39 |
|
|
2024
Q4 | $3.75M | Buy |
25,924
+1,259
| +5% | +$182K | 0.59% | 45 |
|
|
2024
Q3 | $3.63M | Buy |
24,665
+589
| +2% | +$86.7K | 0.58% | 44 |
|
|
2024
Q2 | $3.77M | Sell |
24,076
-904
| -4% | -$141K | 0.65% | 40 |
|
|
2024
Q1 | $3.94M | Buy |
24,980
+84
| +0.3% | +$13.3K | 0.67% | 37 |
|
|
2023
Q4 | $3.71M | Sell |
24,896
-94
| -0.4% | -$14K | 0.7% | 37 |
|
|
2023
Q3 | $4.21M | Sell |
24,990
-1,139
| -4% | -$192K | 0.89% | 31 |
|
|
2023
Q2 | $4.11M | Sell |
26,129
-65
| -0.2% | -$10.2K | 0.82% | 34 |
|
|
2023
Q1 | $4.27M | Buy |
26,194
+933
| +4% | +$152K | 0.9% | 35 |
|
|
2022
Q4 | $4.53M | Buy |
25,261
+1,388
| +6% | +$249K | 1.03% | 29 |
|
|
2022
Q3 | $3.43M | Buy |
23,873
+1,505
| +7% | +$216K | 0.85% | 33 |
|
|
2022
Q2 | $3.24M | Buy |
22,368
+1,210
| +6% | +$175K | 0.78% | 38 |
|
|
2022
Q1 | $3.45M | Buy |
21,158
+1,023
| +5% | +$167K | 0.72% | 39 |
|
|
2021
Q4 | $2.36M | Buy |
20,135
+738
| +4% | +$86.6K | 0.48% | 58 |
|
|
2021
Q3 | $1.97M | Buy |
19,397
+401
| +2% | +$40.7K | 0.43% | 63 |
|
|
2021
Q2 | $1.99M | Buy |
18,996
+593
| +3% | +$62.1K | 0.43% | 63 |
|
|
2021
Q1 | $1.93M | Buy |
18,403
+482
| +3% | +$50.5K | 0.47% | 57 |
|
|
2020
Q4 | $1.51M | Sell |
17,921
-1,226
| -6% | -$104K | 0.39% | 64 |
|
|
2020
Q3 | $1.38M | Sell |
19,147
-1,455
| -7% | -$105K | 0.41% | 62 |
|
|
2020
Q2 | $1.84M | Sell |
20,602
-64
| -0.3% | -$5.71K | 0.6% | 53 |
|
|
2020
Q1 | $1.5M | Buy |
20,666
+3,179
| +18% | +$230K | 0.56% | 57 |
|
|
2019
Q4 | $2.11M | Buy |
17,487
+341
| +2% | +$41.1K | 0.66% | 51 |
|
|
2019
Q3 | $2.03M | Sell |
17,146
-204
| -1% | -$24.2K | 0.7% | 44 |
|
|
2019
Q2 | $2.16M | Sell |
17,350
-268
| -2% | -$33.3K | 0.76% | 42 |
|
|
2019
Q1 | $2.17M | Buy |
17,618
+511
| +3% | +$62.9K | 0.8% | 40 |
|
|
2018
Q4 | $1.86M | Buy |
+17,107
| New | +$1.86M | 0.75% | 42 |
|