LFGO
Legacy Financial Group (Oklahoma)’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
2,101
-984
| -32% | -$141K | 0.09% | 64 |
|
|
2025
Q1 | $516K | Sell |
3,085
-26
| -0.8% | -$4.35K | 0.17% | 46 |
|
|
2024
Q4 | $451K | Sell |
3,111
-52
| -2% | -$7.53K | 0.15% | 50 |
|
|
2024
Q3 | $471K | Buy |
3,163
+657
| +26% | +$97.8K | 0.16% | 48 |
|
|
2024
Q2 | $392K | Hold |
2,506
| – | – | 0.15% | 46 |
|
|
2024
Q1 | $395K | Sell |
2,506
-46
| -2% | -$7.26K | 0.16% | 47 |
|
|
2023
Q4 | $381K | Sell |
2,552
-725
| -22% | -$108K | 0.17% | 48 |
|
|
2023
Q3 | $553K | Hold |
3,277
| – | – | 0.27% | 37 |
|
|
2023
Q2 | $516K | Buy |
3,277
+438
| +15% | +$68.9K | 0.26% | 40 |
|
|
2023
Q1 | $463K | Sell |
2,839
-85
| -3% | -$13.9K | 0.26% | 35 |
|
|
2022
Q4 | $525K | Buy |
+2,924
| New | +$525K | 0.32% | 32 |
|