LIA
LBMC Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Hold |
5,983
| – | – | 0.06% | 97 |
|
|
2025
Q1 | $1M | Buy |
5,983
+141
| +2% | +$23.6K | 0.08% | 83 |
|
|
2024
Q4 | $846K | Buy |
5,842
+200
| +4% | +$29K | 0.07% | 85 |
|
|
2024
Q3 | $831K | Buy |
5,642
+15
| +0.3% | +$2.21K | 0.07% | 82 |
|
|
2024
Q2 | $880K | Hold |
5,627
| – | – | 0.08% | 75 |
|
|
2024
Q1 | $888K | Hold |
5,627
| – | – | 0.08% | 78 |
|
|
2023
Q4 | $839K | Sell |
5,627
-84
| -1% | -$12.5K | 0.08% | 69 |
|
|
2023
Q3 | $953K | Buy |
5,711
+84
| +1% | +$14K | 0.1% | 56 |
|
|
2023
Q2 | $885K | Hold |
5,627
| – | – | 0.09% | 65 |
|
|
2023
Q1 | $918K | Hold |
5,627
| – | – | 0.09% | 64 |
|
|
2022
Q4 | $1.01M | Sell |
5,627
-213
| -4% | -$38.2K | 0.11% | 53 |
|
|
2022
Q3 | $839K | Hold |
5,840
| – | – | 0.1% | 56 |
|
|
2022
Q2 | $846K | Sell |
5,840
-550
| -9% | -$79.7K | 0.09% | 55 |
|
|
2022
Q1 | $1.04M | Sell |
6,390
-27
| -0.4% | -$4.39K | 0.09% | 61 |
|
|
2021
Q4 | $753K | Buy |
6,417
+240
| +4% | +$28.2K | 0.07% | 77 |
|
|
2021
Q3 | $651 | Hold |
6,177
| – | – | 0.06% | 78 |
|
|
2021
Q2 | $647K | Buy |
6,177
+1,399
| +29% | +$147K | 0.06% | 76 |
|
|
2021
Q1 | $501K | Buy |
4,778
+634
| +15% | +$66.5K | 0.05% | 77 |
|
|
2020
Q4 | $350K | Sell |
4,144
-2
| -0% | -$169 | 0.04% | 90 |
|
|
2020
Q3 | $299K | Hold |
4,146
| – | – | 0.04% | 90 |
|
|
2020
Q2 | $370K | Buy |
4,146
+338
| +9% | +$30.2K | 0.06% | 70 |
|
|
2020
Q1 | $276K | Buy |
3,808
+63
| +2% | +$4.57K | 0.05% | 72 |
|
|
2019
Q4 | $451K | Sell |
3,745
-150
| -4% | -$18.1K | 0.06% | 59 |
|
|
2019
Q3 | $462K | Hold |
3,895
| – | – | 0.07% | 56 |
|
|
2019
Q2 | $485K | Buy |
3,895
+437
| +13% | +$54.4K | 0.07% | 56 |
|
|
2019
Q1 | $426K | Buy |
3,458
+140
| +4% | +$17.2K | 0.07% | 59 |
|
|
2018
Q4 | $361K | Sell |
3,318
-71
| -2% | -$7.73K | 0.07% | 60 |
|
|
2018
Q3 | $414K | Sell |
3,389
-20
| -0.6% | -$2.44K | 0.07% | 65 |
|
|
2018
Q2 | $431K | Buy |
3,409
+1,320
| +63% | +$167K | 0.07% | 63 |
|
|
2018
Q1 | $238K | Hold |
2,089
| – | – | 0.04% | 77 |
|
|
2017
Q4 | $262K | Buy |
+2,089
| New | +$262K | 0.04% | 74 |
|