Lido Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9M | Buy |
152,753
+1,071
| +0.7% | +$153K | 0.09% | 134 |
|
|
2025
Q1 | $25.4M | Buy |
151,682
+10,714
| +8% | +$1.79M | 0.11% | 107 |
|
|
2024
Q4 | $20.4M | Buy |
140,968
+24,073
| +21% | +$3.49M | 0.09% | 124 |
|
|
2024
Q3 | $17.2M | Sell |
116,895
-500
| -0.4% | -$73.6K | 0.09% | 117 |
|
|
2024
Q2 | $18.4M | Buy |
117,395
+7,782
| +7% | +$1.22M | 0.1% | 100 |
|
|
2024
Q1 | $17.3M | Sell |
109,613
-1,009
| -0.9% | -$159K | 0.1% | 102 |
|
|
2023
Q4 | $16.5M | Buy |
110,622
+8,237
| +8% | +$1.23M | 0.11% | 89 |
|
|
2023
Q3 | $17.3M | Buy |
102,385
+2,061
| +2% | +$348K | 0.13% | 81 |
|
|
2023
Q2 | $15.8M | Buy |
100,324
+3,269
| +3% | +$514K | 0.11% | 92 |
|
|
2023
Q1 | $15.8M | Sell |
97,055
-6,877
| -7% | -$1.12M | 0.15% | 79 |
|
|
2022
Q4 | $18.7M | Buy |
103,932
+34,220
| +49% | +$6.14M | 0.23% | 53 |
|
|
2022
Q3 | $10M | Buy |
69,712
+4,271
| +7% | +$614K | 0.13% | 73 |
|
|
2022
Q2 | $9.47M | Buy |
65,441
+14,489
| +28% | +$2.1M | 0.13% | 78 |
|
|
2022
Q1 | $8.3M | Buy |
50,952
+13,428
| +36% | +$2.19M | 0.09% | 98 |
|
|
2021
Q4 | $4.4M | Buy |
37,524
+8,179
| +28% | +$960K | 0.05% | 158 |
|
|
2021
Q3 | $2.98M | Sell |
29,345
-26,298
| -47% | -$2.67M | 0.04% | 188 |
|
|
2021
Q2 | $5.83M | Sell |
55,643
-233
| -0.4% | -$24.4K | 0.08% | 124 |
|
|
2021
Q1 | $5.86M | Buy |
55,876
+22,858
| +69% | +$2.4M | 0.1% | 108 |
|
|
2020
Q4 | $2.79M | Buy |
33,018
+12,789
| +63% | +$1.08M | 0.06% | 159 |
|
|
2020
Q3 | $1.46M | Buy |
20,229
+1,392
| +7% | +$100K | 0.04% | 183 |
|
|
2020
Q2 | $1.68M | Buy |
18,837
+3,031
| +19% | +$270K | 0.05% | 158 |
|
|
2020
Q1 | $1.15M | Sell |
15,806
-385
| -2% | -$27.9K | 0.05% | 184 |
|
|
2019
Q4 | $1.95M | Buy |
16,191
+1,041
| +7% | +$125K | 0.08% | 128 |
|
|
2019
Q3 | $1.8M | Buy |
15,150
+890
| +6% | +$106K | 0.09% | 117 |
|
|
2019
Q2 | $1.77M | Sell |
14,260
-17
| -0.1% | -$2.12K | 0.1% | 109 |
|
|
2019
Q1 | $1.76M | Buy |
14,277
+432
| +3% | +$53.2K | 0.11% | 104 |
|
|
2018
Q4 | $1.51M | Sell |
13,845
-418
| -3% | -$45.5K | 0.15% | 86 |
|
|
2018
Q3 | $1.74M | Buy |
14,263
+1,248
| +10% | +$153K | 0.17% | 77 |
|
|
2018
Q2 | $1.65M | Buy |
13,015
+1,203
| +10% | +$152K | 0.19% | 73 |
|
|
2018
Q1 | $1.35M | Buy |
11,812
+1,277
| +12% | +$146K | 0.18% | 72 |
|
|
2017
Q4 | $1.32M | Buy |
10,535
+1,336
| +15% | +$167K | 0.19% | 63 |
|
|
2017
Q3 | $1.07M | Buy |
9,199
+948
| +11% | +$110K | 0.17% | 70 |
|
|
2017
Q2 | $861K | Sell |
8,251
-309
| -4% | -$32.2K | 0.18% | 70 |
|
|
2017
Q1 | $913K | Buy |
8,560
+502
| +6% | +$53.5K | 0.25% | 62 |
|
|
2016
Q4 | $948K | Buy |
8,058
+587
| +8% | +$69.1K | 0.23% | 42 |
|
|
2016
Q3 | $769K | Sell |
7,471
-2,414
| -24% | -$248K | 0.24% | 41 |
|
|
2016
Q2 | $1.04M | Buy |
9,885
+3,479
| +54% | +$365K | 0.32% | 30 |
|
|
2016
Q1 | $611K | Buy |
+6,406
| New | +$611K | 0.21% | 49 |
|