LM 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 | $641K | Sell |
4,479
-28
| -0.6% | -$4.01K | 0.08% | 108 |
|
|
2025
Q1 | $754K | Buy |
4,507
+28
| +0.6% | +$4.68K | 0.14% | 118 |
|
|
2024
Q4 | $649K | Sell |
4,479
-6,006
| -57% | -$870K | 0.12% | 117 |
|
|
2024
Q3 | $1.54M | Sell |
10,485
-150
| -1% | -$22.1K | 0.31% | 58 |
|
|
2024
Q2 | $1.66M | Buy |
10,635
+2,600
| +32% | +$407K | ﹤0.01% | 76 |
|
|
2024
Q1 | $2.18M | Buy |
8,035
+5,455
| +211% | +$1.48M | 0.35% | 60 |
|
|
2023
Q4 | $385K | Buy |
+2,580
| New | +$385K | 0.08% | 137 |
|