LifePlan Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
1,521
+61
| +4% | +$8.74K | 0.11% | 104 |
|
|
2025
Q1 | $244K | Sell |
1,460
-53
| -4% | -$8.87K | 0.14% | 90 |
|
|
2024
Q4 | $219K | Sell |
1,513
-17
| -1% | -$2.46K | 0.14% | 94 |
|
|
2024
Q3 | $225K | Buy |
1,530
+42
| +3% | +$6.19K | 0.14% | 84 |
|
|
2024
Q2 | $233K | Buy |
1,488
+38
| +3% | +$5.94K | 0.17% | 77 |
|
|
2024
Q1 | $229K | Buy |
1,450
+65
| +5% | +$10.3K | 0.18% | 74 |
|
|
2023
Q4 | $207K | Buy |
1,385
+9
| +0.7% | +$1.34K | 0.19% | 66 |
|
|
2023
Q3 | $232K | Buy |
+1,376
| New | +$232K | 0.25% | 57 |
|