LMG Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
72,514
+1,935
| +3% | +$277K | 2.13% | 10 |
|
|
2025
Q1 | $11.8M | Buy |
70,579
+532
| +0.8% | +$89K | 2.63% | 7 |
|
|
2024
Q4 | $10.1M | Buy |
70,047
+1,943
| +3% | +$281K | 2.21% | 10 |
|
|
2024
Q3 | $10M | Buy |
68,104
+11,862
| +21% | +$1.75M | 2.3% | 9 |
|
|
2024
Q2 | $8.8M | Buy |
56,242
+423
| +0.8% | +$66.2K | 2.19% | 11 |
|
|
2024
Q1 | $8.8M | Sell |
55,819
-1,805
| -3% | -$285K | 2.22% | 11 |
|
|
2023
Q4 | $8.6M | Sell |
57,624
-289
| -0.5% | -$43.1K | 2.39% | 11 |
|
|
2023
Q3 | $9.77M | Buy |
57,913
+1,562
| +3% | +$263K | 2.98% | 7 |
|
|
2023
Q2 | $8.87M | Buy |
56,351
+1,222
| +2% | +$192K | 2.71% | 9 |
|
|
2023
Q1 | $8.99M | Buy |
55,129
+1,118
| +2% | +$182K | 2.91% | 8 |
|
|
2022
Q4 | $9.75M | Buy |
+54,011
| New | +$9.75M | 3.22% | 6 |
|