Lazari Capital Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$958K Sell
6,690
-20
-0.3% -$2.86K 0.36% 47
2025
Q1
$1.12M Buy
6,710
+2,203
+49% +$369K 0.46% 42
2024
Q4
$653K Buy
4,507
+312
+7% +$45.2K 0.26% 63
2024
Q3
$618K Buy
4,195
+128
+3% +$18.9K 0.26% 67
2024
Q2
$636K Buy
4,067
+761
+23% +$119K 0.29% 61
2024
Q1
$521K Buy
3,306
+223
+7% +$35.2K 0.28% 58
2023
Q4
$460K Buy
3,083
+932
+43% +$139K 0.26% 68
2023
Q3
$363K Buy
2,151
+19
+0.9% +$3.2K 0.22% 70
2023
Q2
$335K Buy
+2,132
New +$335K 0.19% 75