LFA
Legacy Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
8,731
-5,352
| -38% | -$766K | 0.2% | 84 |
|
|
2025
Q1 | $2.36M | Buy |
14,083
+646
| +5% | +$108K | 0.39% | 43 |
|
|
2024
Q4 | $1.95M | Buy |
13,437
+1,337
| +11% | +$194K | 0.32% | 50 |
|
|
2024
Q3 | $1.78M | Sell |
12,100
-1,186
| -9% | -$175K | 0.3% | 57 |
|
|
2024
Q2 | $2.08M | Buy |
13,286
+231
| +2% | +$36.1K | 0.37% | 46 |
|
|
2024
Q1 | $2.06M | Buy |
13,055
+1,117
| +9% | +$176K | 0.37% | 45 |
|
|
2023
Q4 | $1.78M | Buy |
11,938
+6
| +0.1% | +$895 | 0.34% | 47 |
|
|
2023
Q3 | $2.01M | Buy |
11,932
+879
| +8% | +$148K | 0.4% | 32 |
|
|
2023
Q2 | $1.74M | Sell |
11,053
-685
| -6% | -$108K | 0.32% | 38 |
|
|
2023
Q1 | $1.92M | Buy |
11,738
+972
| +9% | +$159K | 0.39% | 27 |
|
|
2022
Q4 | $1.93M | Buy |
10,766
+1,790
| +20% | +$321K | 0.42% | 27 |
|
|
2022
Q3 | $1.29M | Buy |
8,976
+890
| +11% | +$128K | 0.31% | 39 |
|
|
2022
Q2 | $1.17M | Sell |
8,086
-639
| -7% | -$92.5K | 0.29% | 36 |
|
|
2022
Q1 | $1.42M | Sell |
8,725
-676
| -7% | -$110K | 0.32% | 32 |
|
|
2021
Q4 | $1.1M | Buy |
9,401
+846
| +10% | +$99.3K | 0.25% | 42 |
|
|
2021
Q3 | $868K | Buy |
8,555
+941
| +12% | +$95.5K | 0.21% | 45 |
|
|
2021
Q2 | $797K | Buy |
7,614
+766
| +11% | +$80.2K | 0.2% | 44 |
|
|
2021
Q1 | $718K | Buy |
6,848
+1,148
| +20% | +$120K | 0.2% | 47 |
|
|
2020
Q4 | $481K | Buy |
5,700
+2,039
| +56% | +$172K | 0.14% | 66 |
|
|
2020
Q3 | $264K | Buy |
+3,661
| New | +$264K | 0.08% | 93 |
|
|
2020
Q1 | – | Sell |
-3,461
| Closed | -$417K | – | 74 |
|
|
2019
Q4 | $417K | Sell |
3,461
-587
| -15% | -$70.7K | 0.13% | 72 |
|
|
2019
Q3 | $480K | Buy |
4,048
+38
| +0.9% | +$4.51K | 0.16% | 63 |
|
|
2019
Q2 | $499K | Buy |
4,010
+122
| +3% | +$15.2K | 0.18% | 60 |
|
|
2019
Q1 | $479K | Buy |
3,888
+1,287
| +49% | +$159K | 0.16% | 62 |
|
|
2018
Q4 | $283K | Buy |
2,601
+480
| +23% | +$52.2K | 0.11% | 80 |
|
|
2018
Q3 | $259K | Sell |
2,121
-387
| -15% | -$47.3K | 0.09% | 88 |
|
|
2018
Q2 | $311K | Buy |
2,508
+299
| +14% | +$37.1K | 0.12% | 76 |
|
|
2018
Q1 | $262K | Buy |
2,209
+636
| +40% | +$75.4K | 0.1% | 88 |
|
|
2017
Q4 | $196K | Buy |
+1,573
| New | +$196K | 0.08% | 114 |
|