LPAM
Lodestar Private Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
4,402
-444
| -9% | -$63.6K | 0.07% | 127 |
|
|
2025
Q1 | $811K | Sell |
4,846
-246
| -5% | -$41.2K | 0.1% | 107 |
|
|
2024
Q4 | $738K | Sell |
5,092
-314
| -6% | -$45.5K | 0.09% | 114 |
|
|
2024
Q3 | $796K | Sell |
5,406
-7,997
| -60% | -$1.18M | 0.1% | 111 |
|
|
2024
Q2 | $2.1M | Sell |
13,403
-458
| -3% | -$71.6K | 0.29% | 68 |
|
|
2024
Q1 | $2.19M | Sell |
13,861
-237
| -2% | -$37.4K | 0.31% | 66 |
|
|
2023
Q4 | $2.1M | Sell |
14,098
-187
| -1% | -$27.9K | 0.32% | 66 |
|
|
2023
Q3 | $2.41M | Buy |
14,285
+1
| +0% | +$169 | 0.41% | 58 |
|
|
2023
Q2 | $2.25M | Sell |
14,284
-1,181
| -8% | -$186K | 0.38% | 59 |
|
|
2023
Q1 | $2.52M | Sell |
15,465
-247
| -2% | -$40.3K | 0.45% | 54 |
|
|
2022
Q4 | $2.82M | Buy |
+15,712
| New | +$2.82M | 0.54% | 47 |
|