LWAM
Legacy Wealth Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Buy |
5,179
+16
| +0.3% | +$2.29K | 0.19% | 152 |
|
|
2025
Q1 | $864K | Sell |
5,163
-74
| -1% | -$12.4K | 0.24% | 106 |
|
|
2024
Q4 | $759K | Sell |
5,237
-102
| -2% | -$14.8K | 0.21% | 134 |
|
|
2024
Q3 | $786K | Buy |
5,339
+27
| +0.5% | +$3.98K | 0.21% | 132 |
|
|
2024
Q2 | $831K | Sell |
5,312
-1,071
| -17% | -$168K | 0.23% | 112 |
|
|
2024
Q1 | $1.01M | Buy |
6,383
+112
| +2% | +$17.7K | 0.28% | 99 |
|
|
2023
Q4 | $935K | Sell |
6,271
-23
| -0.4% | -$3.43K | 0.31% | 95 |
|
|
2023
Q3 | $1.06M | Buy |
6,294
+119
| +2% | +$20.1K | 0.39% | 77 |
|
|
2023
Q2 | $972K | Buy |
6,175
+374
| +6% | +$58.8K | 0.34% | 83 |
|
|
2023
Q1 | $946K | Sell |
5,801
-65
| -1% | -$10.6K | 0.34% | 83 |
|
|
2022
Q4 | $1.05M | Sell |
5,866
-82
| -1% | -$14.7K | 0.4% | 74 |
|
|
2022
Q3 | $855K | Sell |
5,948
-2,332
| -28% | -$335K | 0.37% | 81 |
|
|
2022
Q2 | $1.2M | Sell |
8,280
-465
| -5% | -$67.3K | 0.49% | 50 |
|
|
2022
Q1 | $1.42M | Sell |
8,745
-15
| -0.2% | -$2.44K | 0.51% | 48 |
|
|
2021
Q4 | $1.03M | Buy |
8,760
+191
| +2% | +$22.4K | 0.35% | 99 |
|
|
2021
Q3 | $869K | Buy |
8,569
+114
| +1% | +$11.6K | 0.4% | 95 |
|
|
2021
Q2 | $886K | Buy |
8,455
+146
| +2% | +$15.3K | 0.39% | 89 |
|
|
2021
Q1 | $871K | Buy |
8,309
+663
| +9% | +$69.5K | 0.4% | 79 |
|
|
2020
Q4 | $646K | Buy |
+7,646
| New | +$646K | 0.33% | 125 |
|