LWL
Leo Wealth LLC’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.76M | Buy |
19,272
+9,671
| +101% | +$1.38M | 0.21% | 91 |
|
2025
Q1 | $1.61M | Sell |
9,601
-4,751
| -33% | -$795K | 0.23% | 86 |
|
2024
Q4 | $2.08M | Buy |
14,352
+6,106
| +74% | +$884K | 0.19% | 97 |
|
2024
Q3 | $1.21M | Buy |
8,246
+1,354
| +20% | +$199K | 0.11% | 139 |
|
2024
Q2 | $1.08M | Sell |
6,892
-1,867
| -21% | -$292K | 0.11% | 138 |
|
2024
Q1 | $1.39M | Buy |
8,759
+1,609
| +23% | +$255K | 0.14% | 117 |
|
2023
Q4 | $1.08M | Buy |
+7,150
| New | +$1.08M | 0.11% | 135 |
|