Lesa Sroufe & Co’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$351K Hold
2,452
0.32% 48
2025
Q1
$410K Buy
+2,452
New +$410K 0.41% 47
2024
Q3
$362K Hold
2,458
0.34% 47
2024
Q2
$384K Hold
2,458
0.37% 46
2024
Q1
$388K Hold
2,458
0.36% 45
2023
Q4
$367K Sell
2,458
-7
-0.3% -$1.05K 0.37% 43
2023
Q3
$416K Hold
2,465
0.45% 42
2023
Q2
$388K Hold
2,465
0.41% 42
2023
Q1
$402K Hold
2,465
0.41% 45
2022
Q4
$442K Hold
2,465
0.49% 43
2022
Q3
$354K Buy
+2,465
New +$354K 0.43% 48
2022
Q1
$362K Hold
2,755
0.36% 53
2021
Q4
$323K Hold
2,755
0.32% 56
2021
Q3
$279K Hold
2,755
0.3% 61
2021
Q2
$289K Buy
2,755
+500
+22% +$52.5K 0.29% 60
2021
Q1
$236K Buy
+2,255
New +$236K 0.26% 61
2020
Q3
Sell
-2,255
Closed -$201K 66
2020
Q2
$201K Buy
+2,255
New +$201K 0.27% 58
2020
Q1
Sell
-1,975
Closed -$238K 61
2019
Q4
$238K Sell
1,975
-300
-13% -$36.2K 0.23% 57
2019
Q3
$270K Buy
2,275
+246
+12% +$29.2K 0.26% 55
2019
Q2
$252K Buy
2,029
+360
+22% +$44.7K 0.22% 53
2019
Q1
$206K Buy
+1,669
New +$206K 0.18% 56
2018
Q4
Sell
-1,669
Closed -$204K 59
2018
Q3
$204K Hold
1,669
0.15% 58
2018
Q2
$211K Buy
+1,669
New +$211K 0.16% 58
2018
Q1
Sell
-1,669
Closed -$209K 58
2017
Q4
$209K Sell
1,669
-43
-3% -$5.39K 0.17% 40
2017
Q3
$201K Buy
+1,712
New +$201K 0.18% 38
2014
Q3
Sell
-1,662
Closed -$217K 42
2014
Q2
$217K Buy
+1,662
New +$217K 0.11% 37
2014
Q1
Sell
-1,662
Closed -$208K 42
2013
Q4
$208K Hold
1,662
0.11% 38
2013
Q3
$202K Buy
+1,662
New +$202K 0.12% 39