LBMC Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $927K | Sell |
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|
2025
Q2 | $857K | Hold |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $846K | Buy |
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|
2024
Q3 | $831K | Buy |
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|
2024
Q2 | $880K | Hold |
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|
2024
Q1 | $888K | Hold |
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|
2023
Q4 | $839K | Sell |
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|
2023
Q3 | $953K | Buy |
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|
2023
Q2 | $885K | Hold |
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|
2023
Q1 | $918K | Hold |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $839K | Hold |
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|
2022
Q2 | $846K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $753K | Buy |
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|
2021
Q3 | $651 | Hold |
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|
2021
Q2 | $647K | Buy |
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|
2021
Q1 | $501K | Buy |
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|
2020
Q4 | $350K | Sell |
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|
2020
Q3 | $299K | Hold |
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|
2020
Q2 | $370K | Buy |
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|
2020
Q1 | $276K | Buy |
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|
2019
Q4 | $451K | Sell |
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|
2019
Q3 | $462K | Hold |
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|
2019
Q2 | $485K | Buy |
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|
2019
Q1 | $426K | Buy |
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|
2018
Q4 | $361K | Sell |
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|
2018
Q3 | $414K | Sell |
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|
2018
Q2 | $431K | Buy |
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|
2018
Q1 | $238K | Hold |
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|
2017
Q4 | $262K | Buy |
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