Lee Financial’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 | $441K | Buy |
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|
2025
Q2 | $365K | Sell |
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|
2025
Q1 | $559K | Sell |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $528K | Buy |
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|
2024
Q2 | $506K | Buy |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $406K | Sell |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $393K | Buy |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $380K | Buy |
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|
2021
Q4 | $265K | Sell |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q4 | $111K | Hold |
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|
2020
Q3 | $95K | Hold |
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|
2020
Q2 | $117K | Buy |
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|
2020
Q1 | $77K | Sell |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $149K | Sell |
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|
2019
Q2 | $195K | Hold |
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|
2019
Q1 | $193K | Buy |
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|
2018
Q4 | $150K | Hold |
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|
2018
Q3 | $169K | Sell |
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|
2018
Q2 | $265K | Sell |
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|
2018
Q1 | $244K | Buy |
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|
2017
Q4 | $259K | Buy |
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|
2017
Q3 | $219K | Sell |
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|
2017
Q2 | $215K | Buy |
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|
2017
Q1 | $183K | Hold |
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|
2016
Q4 | $200K | Buy |
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