Lewis Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
10,146
+7,083
| +231% | +$1.01M | 0.68% | 34 |
|
|
2025
Q1 | $512K | Buy |
3,063
+483
| +19% | +$80.8K | 0.42% | 63 |
|
|
2024
Q4 | $374K | Buy |
2,580
+116
| +5% | +$16.8K | 0.29% | 87 |
|
|
2024
Q3 | $363K | Buy |
2,464
+255
| +12% | +$37.6K | 0.26% | 94 |
|
|
2024
Q2 | $345K | Buy |
2,209
+54
| +3% | +$8.45K | 0.26% | 86 |
|
|
2024
Q1 | $340K | Buy |
2,155
+109
| +5% | +$17.2K | 0.28% | 82 |
|
|
2023
Q4 | $305K | Buy |
+2,046
| New | +$305K | 0.28% | 83 |
|