LW
Linscomb Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
83,699
+419
| +0.5% | +$60K | 0.55% | 35 |
|
|
2025
Q1 | $13.9M | Buy |
83,280
+3,085
| +4% | +$516K | 0.69% | 20 |
|
|
2024
Q4 | $11.6M | Sell |
80,195
-452
| -0.6% | -$65.5K | 0.58% | 30 |
|
|
2024
Q3 | $11.9M | Sell |
80,647
-1,579
| -2% | -$233K | 0.59% | 32 |
|
|
2024
Q2 | $12.9M | Buy |
82,226
+76
| +0.1% | +$11.9K | 0.67% | 20 |
|
|
2024
Q1 | $13M | Sell |
82,150
-1,241
| -1% | -$196K | 0.67% | 20 |
|
|
2023
Q4 | $12.4M | Sell |
83,391
-3,478
| -4% | -$519K | 0.68% | 21 |
|
|
2023
Q3 | $14.6M | Sell |
86,869
-3,482
| -4% | -$587K | 0.86% | 15 |
|
|
2023
Q2 | $14.2M | Sell |
90,351
-5,872
| -6% | -$924K | 0.77% | 16 |
|
|
2023
Q1 | $15.7M | Sell |
96,223
-5,826
| -6% | -$951K | 0.82% | 14 |
|
|
2022
Q4 | $18.3M | Buy |
102,049
+3,635
| +4% | +$652K | 0.93% | 13 |
|
|
2022
Q3 | $14.1M | Sell |
98,414
-2,518
| -2% | -$362K | 0.86% | 13 |
|
|
2022
Q2 | $14.6M | Sell |
100,932
-202
| -0.2% | -$29.2K | 0.84% | 13 |
|
|
2022
Q1 | $16.5M | Buy |
101,134
+2,107
| +2% | +$343K | 0.79% | 14 |
|
|
2021
Q4 | $11.6M | Buy |
99,027
+1,357
| +1% | +$159K | 0.55% | 42 |
|
|
2021
Q3 | $9.91M | Buy |
97,670
+263
| +0.3% | +$26.7K | 0.51% | 48 |
|
|
2021
Q2 | $10.2M | Buy |
97,407
+4,694
| +5% | +$492K | 0.52% | 45 |
|
|
2021
Q1 | $9.72M | Buy |
92,713
+3,592
| +4% | +$376K | 0.53% | 45 |
|
|
2020
Q4 | $7.53M | Buy |
89,121
+4,298
| +5% | +$363K | 0.45% | 55 |
|
|
2020
Q3 | $6.11M | Buy |
84,823
+2,232
| +3% | +$161K | 0.42% | 60 |
|
|
2020
Q2 | $7.37M | Buy |
82,591
+12,188
| +17% | +$1.09M | 0.54% | 43 |
|
|
2020
Q1 | $5.1M | Buy |
70,403
+7,473
| +12% | +$541K | 0.45% | 48 |
|
|
2019
Q4 | $7.58M | Buy |
62,930
+2,036
| +3% | +$245K | 0.49% | 25 |
|
|
2019
Q3 | $7.22M | Buy |
60,894
+1,336
| +2% | +$158K | 0.58% | 27 |
|
|
2019
Q2 | $7.41M | Sell |
59,558
-35
| -0.1% | -$4.36K | 0.61% | 23 |
|
|
2019
Q1 | $7.34M | Buy |
59,593
+3,208
| +6% | +$395K | 0.62% | 23 |
|
|
2018
Q4 | $6.13M | Sell |
56,385
-1,244
| -2% | -$135K | 0.58% | 30 |
|
|
2018
Q3 | $7.05M | Sell |
57,629
-258
| -0.4% | -$31.5K | 0.58% | 24 |
|
|
2018
Q2 | $7.32M | Buy |
57,887
+188
| +0.3% | +$23.8K | 0.62% | 24 |
|
|
2018
Q1 | $6.58M | Buy |
57,699
+1,188
| +2% | +$135K | 0.56% | 26 |
|
|
2017
Q4 | $7.08M | Buy |
56,511
+4,001
| +8% | +$501K | 0.58% | 25 |
|
|
2017
Q3 | $6.17M | Buy |
52,510
+304
| +0.6% | +$35.7K | 0.53% | 26 |
|
|
2017
Q2 | $5.45M | Sell |
52,206
-61
| -0.1% | -$6.37K | 0.49% | 26 |
|
|
2017
Q1 | $5.61M | Buy |
52,267
+1,770
| +4% | +$190K | 0.51% | 26 |
|
|
2016
Q4 | $5.94M | Buy |
50,497
+2,079
| +4% | +$245K | 0.55% | 23 |
|
|
2016
Q3 | $4.98M | Buy |
48,418
+1,589
| +3% | +$164K | 0.48% | 27 |
|
|
2016
Q2 | $4.91M | Buy |
46,829
+3,625
| +8% | +$380K | 0.49% | 26 |
|
|
2016
Q1 | $4.12M | Buy |
43,204
+1,587
| +4% | +$151K | 0.45% | 30 |
|
|
2015
Q4 | $3.74M | Sell |
41,617
-359
| -0.9% | -$32.3K | 0.42% | 32 |
|
|
2015
Q3 | $3.31M | Sell |
41,976
-5,071
| -11% | -$400K | 0.39% | 36 |
|
|
2015
Q2 | $4.54M | Sell |
47,047
-2,775
| -6% | -$268K | 0.5% | 31 |
|
|
2015
Q1 | $5.23M | Sell |
49,822
-209
| -0.4% | -$21.9K | 0.56% | 27 |
|
|
2014
Q4 | $5.61M | Buy |
50,031
+1,468
| +3% | +$165K | 0.62% | 24 |
|
|
2014
Q3 | $5.79M | Buy |
48,563
+436
| +0.9% | +$52K | 0.64% | 25 |
|
|
2014
Q2 | $6.28M | Sell |
48,127
-926
| -2% | -$121K | 0.66% | 23 |
|
|
2014
Q1 | $5.83M | Buy |
49,053
+8,432
| +21% | +$1M | 0.64% | 24 |
|
|
2013
Q4 | $5.07M | Buy |
40,621
+519
| +1% | +$64.8K | 0.62% | 30 |
|
|
2013
Q3 | $4.87M | Buy |
40,102
+124
| +0.3% | +$15.1K | 0.64% | 30 |
|
|
2013
Q2 | $4.73M | Buy |
+39,978
| New | +$4.73M | 0.65% | 31 |
|