Lloyd Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
1,615
+64
| +4% | +$9.16K | 0.11% | 88 |
|
|
2025
Q1 | $260K | Buy |
1,551
+140
| +10% | +$23.4K | 0.13% | 77 |
|
|
2024
Q4 | $204K | Buy |
+1,411
| New | +$204K | 0.1% | 99 |
|
|
2024
Q2 | – | Sell |
-15,070
| Closed | -$2.38M | – | 115 |
|
|
2024
Q1 | $2.38M | Buy |
15,070
+12,365
| +457% | +$1.95M | 0.51% | 23 |
|
|
2023
Q4 | $403K | Sell |
2,705
-4,400
| -62% | -$656K | 0.19% | 65 |
|
|
2023
Q3 | $1.2M | Buy |
+7,105
| New | +$1.2M | 0.39% | 53 |
|
|
2022
Q4 | $481K | Buy |
+2,679
| New | +$481K | 0.33% | 37 |
|
|
2022
Q2 | – | Sell |
-2,058
| Closed | -$335K | – | 173 |
|
|
2022
Q1 | $335K | Sell |
2,058
-597
| -22% | -$97.2K | 0.16% | 62 |
|
|
2021
Q4 | $312K | Buy |
2,655
+35
| +1% | +$4.11K | 0.14% | 58 |
|
|
2021
Q3 | $266K | Buy |
2,620
+43
| +2% | +$4.37K | 0.14% | 59 |
|
|
2021
Q2 | $270K | Buy |
2,577
+315
| +14% | +$33K | 0.14% | 60 |
|
|
2021
Q1 | $237K | Sell |
2,262
-110
| -5% | -$11.5K | 0.13% | 55 |
|
|
2020
Q4 | $200K | Sell |
2,372
-120
| -5% | -$10.1K | 0.11% | 51 |
|
|
2020
Q3 | $179K | Sell |
2,492
-241
| -9% | -$17.3K | 0.11% | 50 |
|
|
2020
Q2 | $244K | Buy |
2,733
+277
| +11% | +$24.7K | 0.15% | 47 |
|
|
2020
Q1 | $178K | Sell |
2,456
-421
| -15% | -$30.5K | 0.13% | 54 |
|
|
2019
Q4 | $347K | Buy |
+2,877
| New | +$347K | 0.32% | 46 |
|