LFAS
Level Four Advisory Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.35M | Sell |
44,319
-659
| -1% | -$94.4K | 0.23% | 120 |
|
|
2025
Q1 | $7.52M | Sell |
44,978
-193
| -0.4% | -$32.3K | 0.31% | 83 |
|
|
2024
Q4 | $6.54M | Sell |
45,171
-3,509
| -7% | -$508K | 0.27% | 100 |
|
|
2024
Q3 | $7.24M | Buy |
48,680
+1,141
| +2% | +$170K | 0.31% | 80 |
|
|
2024
Q2 | $7.44M | Buy |
47,539
+7,312
| +18% | +$1.14M | 0.34% | 62 |
|
|
2024
Q1 | $6M | Hold |
40,227
| – | – | 0.33% | 64 |
|
|
2023
Q4 | $6M | Buy |
40,227
+1,498
| +4% | +$223K | 0.34% | 64 |
|
|
2023
Q3 | $6.53M | Sell |
38,729
-3,041
| -7% | -$513K | 0.42% | 51 |
|
|
2023
Q2 | $6.57M | Sell |
41,770
-2,206
| -5% | -$347K | 0.39% | 47 |
|
|
2023
Q1 | $7.18M | Buy |
43,976
+5,347
| +14% | +$872K | 0.47% | 40 |
|
|
2022
Q4 | $6.93M | Buy |
38,629
+11,551
| +43% | +$2.07M | 0.51% | 40 |
|
|
2022
Q3 | $3.89M | Sell |
27,078
-5,591
| -17% | -$803K | 0.38% | 66 |
|
|
2022
Q2 | $4.73M | Sell |
32,669
-6,571
| -17% | -$951K | 0.45% | 51 |
|
|
2022
Q1 | $6.39M | Buy |
39,240
+3,113
| +9% | +$507K | 0.5% | 38 |
|
|
2021
Q4 | $4.24M | Buy |
36,127
+14,934
| +70% | +$1.75M | 0.32% | 81 |
|
|
2021
Q3 | $2.15M | Buy |
21,193
+1,998
| +10% | +$203K | 0.22% | 117 |
|
|
2021
Q2 | $2.01M | Sell |
19,195
-44
| -0.2% | -$4.61K | 0.14% | 168 |
|
|
2021
Q1 | $2.02M | Buy |
19,239
+875
| +5% | +$91.7K | 0.16% | 154 |
|
|
2020
Q4 | $1.55M | Sell |
18,364
-1,254
| -6% | -$106K | 0.12% | 175 |
|
|
2020
Q3 | $1.41M | Buy |
19,618
+1,918
| +11% | +$138K | 0.11% | 188 |
|
|
2020
Q2 | $1.58M | Buy |
17,700
+882
| +5% | +$78.6K | 0.12% | 180 |
|
|
2020
Q1 | $1.22M | Sell |
16,818
-4,069
| -19% | -$295K | 0.15% | 175 |
|
|
2019
Q4 | $2.99M | Buy |
20,887
+1,875
| +10% | +$268K | 0.12% | 184 |
|
|
2019
Q3 | $2.26M | Sell |
19,012
-15,157
| -44% | -$1.8M | 0.23% | 96 |
|
|
2019
Q2 | $4.25M | Buy |
34,169
+71
| +0.2% | +$8.84K | 0.43% | 49 |
|
|
2019
Q1 | $4.2M | Buy |
34,098
+797
| +2% | +$98.2K | 0.46% | 50 |
|
|
2018
Q4 | $3.62M | Buy |
33,301
+1,174
| +4% | +$128K | 0.45% | 52 |
|
|
2018
Q3 | $3.93M | Sell |
32,127
-23,466
| -42% | -$2.87M | 0.42% | 59 |
|
|
2018
Q2 | $7.03M | Buy |
55,593
+21,771
| +64% | +$2.75M | 0.51% | 45 |
|
|
2018
Q1 | $3.86M | Buy |
33,822
+2,832
| +9% | +$323K | 0.3% | 77 |
|
|
2017
Q4 | $3.88M | Buy |
30,990
+2,619
| +9% | +$328K | 0.3% | 75 |
|
|
2017
Q3 | $3.33M | Buy |
28,371
+4,811
| +20% | +$565K | 0.3% | 74 |
|
|
2017
Q2 | $2.56M | Sell |
23,560
-10,546
| -31% | -$1.15M | 0.39% | 66 |
|
|
2017
Q1 | $3.69M | Buy |
34,106
+2,664
| +8% | +$288K | 0.38% | 60 |
|
|
2016
Q4 | $3.7M | Buy |
+31,442
| New | +$3.7M | 0.47% | 39 |
|