Leibman Financial Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19,573
| Closed | -$3.27M | – | 52 |
|
|
2025
Q1 | $3.27M | Buy |
19,573
+1,107
| +6% | +$185K | 2.55% | 13 |
|
|
2024
Q4 | $2.67M | Sell |
18,466
-494
| -3% | -$71.6K | 1.95% | 24 |
|
|
2024
Q3 | $2.79M | Buy |
18,960
+887
| +5% | +$131K | 1.98% | 27 |
|
|
2024
Q2 | $2.83M | Buy |
18,073
+1,351
| +8% | +$211K | 2.1% | 23 |
|
|
2024
Q1 | $2.64M | Buy |
16,722
+1,209
| +8% | +$191K | 2.02% | 25 |
|
|
2023
Q4 | $2.31M | Buy |
+15,513
| New | +$2.31M | 1.92% | 27 |
|