LGA
Lebenthal Global Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,639
| Closed | -$887K | – | 126 |
|
|
2023
Q2 | $887K | Buy |
5,639
+1,813
| +47% | +$285K | 0.26% | 37 |
|
|
2023
Q1 | $624K | Sell |
3,826
-159
| -4% | -$25.9K | 0.19% | 57 |
|
|
2022
Q4 | $715K | Buy |
+3,985
| New | +$715K | 0.24% | 41 |
|
|
2022
Q2 | – | Sell |
-4,229
| Closed | -$688K | – | 133 |
|
|
2022
Q1 | $688K | Buy |
4,229
+328
| +8% | +$53.4K | 0.29% | 56 |
|
|
2021
Q4 | $457K | Buy |
+3,901
| New | +$457K | 0.18% | 84 |
|
|
2021
Q1 | – | Sell |
-813
| Closed | -$68K | – | 223 |
|
|
2020
Q4 | $68K | Buy |
+813
| New | +$68K | 0.05% | 212 |
|