LGT Group Foundation’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.4M | Buy |
142,534
+15,376
| +12% | +$2.2M | 0.26% | 72 |
|
|
2025
Q1 | $21.3M | Buy |
127,158
+16,501
| +15% | +$2.76M | 0.29% | 66 |
|
|
2024
Q4 | $16M | Buy |
110,657
+6,772
| +7% | +$981K | 0.25% | 66 |
|
|
2024
Q3 | $15.7M | Buy |
103,885
+7,242
| +7% | +$1.09M | 0.26% | 72 |
|
|
2024
Q2 | $15.1M | Buy |
96,643
+5,551
| +6% | +$868K | 0.24% | 69 |
|
|
2024
Q1 | $14.4M | Buy |
91,092
+50
| +0.1% | +$7.89K | 0.34% | 67 |
|
|
2023
Q4 | $13.6M | Buy |
91,042
+4,214
| +5% | +$631K | 0.3% | 81 |
|
|
2023
Q3 | $14.5M | Buy |
86,828
+1,556
| +2% | +$259K | 0.36% | 69 |
|
|
2023
Q2 | $13.4M | Sell |
85,272
-15,908
| -16% | -$2.5M | 0.32% | 75 |
|
|
2023
Q1 | $16.5M | Buy |
101,180
+15,812
| +19% | +$2.58M | 0.47% | 53 |
|
|
2022
Q4 | $15.3M | Buy |
85,368
+13,753
| +19% | +$2.47M | 0.48% | 55 |
|
|
2022
Q3 | $10.3M | Buy |
71,615
+7,455
| +12% | +$1.07M | 0.4% | 61 |
|
|
2022
Q2 | $9.29M | Sell |
64,160
-12,320
| -16% | -$1.78M | 0.28% | 87 |
|
|
2022
Q1 | $12.6M | Sell |
76,480
-29,231
| -28% | -$4.8M | 0.29% | 81 |
|
|
2021
Q4 | $12.4M | Buy |
+105,711
| New | +$12.4M | 0.32% | 78 |
|