LA
Legacy Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,607
| Closed | -$4.45M | – | 117 |
|
|
2025
Q1 | $4.45M | Buy |
26,607
+4,626
| +21% | +$774K | 0.46% | 41 |
|
|
2024
Q4 | $3.18M | Buy |
21,981
+2,483
| +13% | +$360K | 0.31% | 62 |
|
|
2024
Q3 | $2.87M | Buy |
19,498
+125
| +0.6% | +$18.4K | 0.31% | 62 |
|
|
2024
Q2 | $3.03M | Buy |
19,373
+438
| +2% | +$68.5K | 0.37% | 51 |
|
|
2024
Q1 | $2.99M | Sell |
18,935
-3,790
| -17% | -$598K | 0.38% | 53 |
|
|
2023
Q4 | $3.39M | Sell |
22,725
-5,556
| -20% | -$829K | 0.44% | 41 |
|
|
2023
Q3 | $4.77M | Sell |
28,281
-1,926
| -6% | -$325K | 0.77% | 23 |
|
|
2023
Q2 | $4.75M | Buy |
30,207
+6,799
| +29% | +$1.07M | 0.71% | 25 |
|
|
2023
Q1 | $3.82M | Buy |
23,408
+2,991
| +15% | +$488K | 0.7% | 31 |
|
|
2022
Q4 | $3.66M | Buy |
20,417
+2,172
| +12% | +$390K | 0.67% | 29 |
|
|
2022
Q3 | $2.62M | Buy |
18,245
+1,065
| +6% | +$153K | 0.58% | 32 |
|
|
2022
Q2 | $2.49M | Buy |
17,180
+210
| +1% | +$30.4K | 0.52% | 34 |
|
|
2022
Q1 | $2.76M | Buy |
16,970
+14,924
| +729% | +$2.43M | 0.54% | 30 |
|
|
2021
Q4 | $240K | Sell |
2,046
-82
| -4% | -$9.62K | 0.09% | 114 |
|
|
2021
Q3 | $216K | Buy |
2,128
+13
| +0.6% | +$1.32K | 0.09% | 118 |
|
|
2021
Q2 | $222K | Sell |
2,115
-700
| -25% | -$73.5K | 0.09% | 112 |
|
|
2021
Q1 | $295K | Hold |
2,815
| – | – | 0.13% | 89 |
|
|
2020
Q4 | $238K | Sell |
2,815
-3,128
| -53% | -$264K | 0.14% | 93 |
|
|
2020
Q3 | $428K | Sell |
5,943
-5,167
| -47% | -$372K | 0.28% | 59 |
|
|
2020
Q2 | $991K | Buy |
11,110
+37
| +0.3% | +$3.3K | 0.79% | 29 |
|
|
2020
Q1 | $802K | Sell |
11,073
-3,560
| -24% | -$258K | 0.8% | 30 |
|
|
2019
Q4 | $1.76M | Buy |
14,633
+125
| +0.9% | +$15.1K | 1.12% | 22 |
|
|
2019
Q3 | $1.72M | Sell |
14,508
-498
| -3% | -$59.1K | 1.29% | 21 |
|
|
2019
Q2 | $1.87M | Sell |
15,006
-14,396
| -49% | -$1.79M | 1.26% | 18 |
|
|
2019
Q1 | $3.62M | Buy |
29,402
+15,257
| +108% | +$1.88M | 1.18% | 20 |
|
|
2018
Q4 | $1.54M | Sell |
14,145
-7,971
| -36% | -$867K | 1.17% | 23 |
|
|
2018
Q3 | $2.7M | Buy |
22,116
+8,978
| +68% | +$1.1M | 1.33% | 13 |
|
|
2018
Q2 | $1.66M | Buy |
13,138
+148
| +1% | +$18.7K | 1.24% | 17 |
|
|
2018
Q1 | $1.56M | Buy |
12,990
+8,996
| +225% | +$1.08M | 1.15% | 22 |
|
|
2017
Q4 | $500K | Buy |
3,994
+152
| +4% | +$19K | 0.49% | 33 |
|
|
2017
Q3 | $451K | Buy |
3,842
+1,125
| +41% | +$132K | 0.5% | 34 |
|
|
2017
Q2 | $283K | Hold |
2,717
| – | – | 0.36% | 34 |
|
|
2017
Q1 | $291K | Sell |
2,717
-177
| -6% | -$19K | 0.39% | 28 |
|
|
2016
Q4 | $340K | Buy |
+2,894
| New | +$340K | 0.46% | 29 |
|