Lockerman Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,424
| Closed | -$238K | – | 127 |
|
|
2025
Q1 | $238K | Sell |
1,424
-134
| -9% | -$22.4K | 0.36% | 99 |
|
|
2024
Q4 | $226K | Sell |
1,558
-32
| -2% | -$4.64K | 0.38% | 92 |
|
|
2024
Q3 | $234K | Sell |
1,590
-456
| -22% | -$67.2K | 0.4% | 95 |
|
|
2024
Q2 | $320K | Buy |
2,046
+174
| +9% | +$27.2K | 0.58% | 57 |
|
|
2024
Q1 | $295K | Sell |
1,872
-10
| -0.5% | -$1.58K | 0.56% | 60 |
|
|
2023
Q4 | $281K | Buy |
1,882
+105
| +6% | +$15.7K | 0.65% | 51 |
|
|
2023
Q3 | $300K | Sell |
1,777
-89
| -5% | -$15K | 0.81% | 42 |
|
|
2023
Q2 | $294K | Buy |
1,866
+180
| +11% | +$28.3K | 0.82% | 41 |
|
|
2023
Q1 | $275K | Sell |
1,686
-59
| -3% | -$9.63K | 0.76% | 46 |
|
|
2022
Q4 | $313K | Buy |
+1,745
| New | +$313K | 0.91% | 33 |
|