LSA
Lion Street Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
9,706
+517
| +6% | +$74K | 0.42% | 49 |
|
|
2025
Q1 | $1.54M | Sell |
9,189
-127
| -1% | -$21.2K | 0.49% | 41 |
|
|
2024
Q4 | $1.35M | Buy |
9,316
+411
| +5% | +$59.5K | 0.43% | 45 |
|
|
2024
Q3 | $1.31M | Sell |
8,905
-231
| -3% | -$34K | 0.46% | 42 |
|
|
2024
Q2 | $1.43M | Sell |
9,136
-300
| -3% | -$46.9K | 0.53% | 36 |
|
|
2024
Q1 | $1.41M | Hold |
9,436
| – | – | 0.57% | 32 |
|
|
2023
Q4 | $1.41M | Sell |
9,436
-3,666
| -28% | -$547K | 0.58% | 32 |
|
|
2023
Q3 | $2.21M | Sell |
13,102
-1,851
| -12% | -$312K | 0.72% | 16 |
|
|
2023
Q2 | $1.71M | Buy |
14,953
+1,778
| +13% | +$204K | 0.58% | 24 |
|
|
2023
Q1 | $2.15M | Buy |
13,175
+3,363
| +34% | +$549K | 0.67% | 13 |
|
|
2022
Q4 | $1.12M | Buy |
9,812
+3
| +0% | +$343 | 0.59% | 18 |
|
|
2022
Q3 | $1.41M | Sell |
9,809
-3
| -0% | -$430 | 0.7% | 9 |
|
|
2022
Q2 | $1.12M | Buy |
9,812
+271
| +3% | +$30.9K | 0.59% | 18 |
|
|
2022
Q1 | $1.55M | Sell |
9,541
-249
| -3% | -$40.3K | 0.79% | 8 |
|
|
2021
Q4 | $1.15M | Sell |
9,790
-22
| -0.2% | -$2.59K | 0.56% | 18 |
|
|
2021
Q3 | $999K | Buy |
+9,812
| New | +$999K | 0.54% | 17 |
|
|
2020
Q2 | – | Sell |
-249
| Closed | -$18K | – | 116 |
|
|
2020
Q1 | $18K | Buy |
+249
| New | +$18K | 0.1% | 105 |
|