LP
LGL Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,420
| Closed | -$284K | – | 106 |
|
|
2021
Q4 | $284K | Buy |
2,420
+254
| +12% | +$29.8K | 0.03% | 84 |
|
|
2021
Q3 | $220K | Buy |
2,166
+4
| +0.2% | +$406 | 0.13% | 82 |
|
|
2021
Q2 | $226K | Sell |
2,162
-71
| -3% | -$7.42K | 0.14% | 80 |
|
|
2021
Q1 | $234K | Buy |
+2,233
| New | +$234K | 0.13% | 83 |
|
|
2017
Q3 | – | Sell |
-2,368
| Closed | -$247K | – | 62 |
|
|
2017
Q2 | $247K | Hold |
2,368
| – | – | 0.13% | 78 |
|
|
2017
Q1 | $254K | Hold |
2,368
| – | – | 0.13% | 77 |
|
|
2016
Q4 | $279K | Hold |
2,368
| – | – | 0.15% | 79 |
|
|
2016
Q3 | $243K | Hold |
2,368
| – | – | 0.13% | 83 |
|
|
2016
Q2 | $244K | Hold |
2,368
| – | – | 0.13% | 86 |
|
|
2016
Q1 | $226K | Sell |
2,368
-1,262
| -35% | -$120K | 0.12% | 90 |
|
|
2015
Q4 | $327K | Buy |
+3,630
| New | +$327K | 0.18% | 66 |
|