Lee Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
2,546
-797
| -24% | -$114K | 0.05% | 109 |
|
|
2025
Q1 | $559K | Sell |
3,343
-489
| -13% | -$81.8K | 0.09% | 91 |
|
|
2024
Q4 | $555K | Buy |
3,832
+247
| +7% | +$35.8K | 0.08% | 109 |
|
|
2024
Q3 | $528K | Buy |
3,585
+349
| +11% | +$51.4K | 0.08% | 110 |
|
|
2024
Q2 | $506K | Buy |
3,236
+276
| +9% | +$43.2K | 0.08% | 97 |
|
|
2024
Q1 | $467K | Buy |
2,960
+464
| +19% | +$73.2K | 0.08% | 99 |
|
|
2023
Q4 | $372K | Sell |
2,496
-108
| -4% | -$16.1K | 0.07% | 106 |
|
|
2023
Q3 | $439K | Buy |
2,604
+24
| +0.9% | +$4.05K | 0.08% | 94 |
|
|
2023
Q2 | $406K | Sell |
2,580
-8
| -0.3% | -$1.26K | 0.07% | 93 |
|
|
2023
Q1 | $422K | Buy |
2,588
+151
| +6% | +$24.6K | 0.07% | 92 |
|
|
2022
Q4 | $437K | Sell |
2,437
-300
| -11% | -$53.8K | 0.07% | 103 |
|
|
2022
Q3 | $393K | Buy |
2,737
+197
| +8% | +$28.3K | 0.07% | 100 |
|
|
2022
Q2 | $368K | Buy |
2,540
+207
| +9% | +$30K | 0.07% | 108 |
|
|
2022
Q1 | $380K | Buy |
2,333
+78
| +3% | +$12.7K | 0.07% | 107 |
|
|
2021
Q4 | $265K | Sell |
2,255
-347
| -13% | -$40.8K | 0.05% | 128 |
|
|
2021
Q3 | $264K | Buy |
2,602
+593
| +30% | +$60.2K | 0.05% | 119 |
|
|
2021
Q2 | $210K | Sell |
2,009
-106
| -5% | -$11.1K | 0.04% | 137 |
|
|
2021
Q1 | $222K | Buy |
2,115
+800
| +61% | +$84K | 0.05% | 128 |
|
|
2020
Q4 | $111K | Hold |
1,315
| – | – | 0.03% | 150 |
|
|
2020
Q3 | $95K | Hold |
1,315
| – | – | 0.03% | 154 |
|
|
2020
Q2 | $117K | Buy |
1,315
+259
| +25% | +$23K | 0.03% | 143 |
|
|
2020
Q1 | $77K | Sell |
1,056
-200
| -16% | -$14.6K | 0.03% | 142 |
|
|
2019
Q4 | $151K | Hold |
1,256
| – | – | 0.03% | 135 |
|
|
2019
Q3 | $149K | Sell |
1,256
-308
| -20% | -$36.5K | 0.03% | 136 |
|
|
2019
Q2 | $195K | Hold |
1,564
| – | – | 0.04% | 128 |
|
|
2019
Q1 | $193K | Buy |
1,564
+183
| +13% | +$22.6K | 0.05% | 128 |
|
|
2018
Q4 | $150K | Hold |
1,381
| – | – | 0.04% | 131 |
|
|
2018
Q3 | $169K | Sell |
1,381
-718
| -34% | -$87.9K | 0.04% | 135 |
|
|
2018
Q2 | $265K | Sell |
2,099
-44
| -2% | -$5.56K | 0.06% | 135 |
|
|
2018
Q1 | $244K | Buy |
2,143
+74
| +4% | +$8.43K | 0.06% | 144 |
|
|
2017
Q4 | $259K | Buy |
2,069
+202
| +11% | +$25.3K | 0.08% | 109 |
|
|
2017
Q3 | $219K | Sell |
1,867
-197
| -10% | -$23.1K | 0.07% | 109 |
|
|
2017
Q2 | $215K | Buy |
2,064
+361
| +21% | +$37.6K | 0.08% | 111 |
|
|
2017
Q1 | $183K | Hold |
1,703
| – | – | 0.07% | 110 |
|
|
2016
Q4 | $200K | Buy |
+1,703
| New | +$200K | 0.11% | 103 |
|