LWM
Lodestone Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
11,257
+201
| +2% | +$28.8K | 0.78% | 42 |
|
|
2025
Q1 | $1.85M | Buy |
11,056
+93
| +0.8% | +$15.6K | 0.98% | 39 |
|
|
2024
Q4 | $1.59M | Sell |
10,963
-18
| -0.2% | -$2.61K | 0.8% | 46 |
|
|
2024
Q3 | $1.62M | Buy |
10,981
+115
| +1% | +$16.9K | 0.81% | 47 |
|
|
2024
Q2 | $1.7M | Buy |
10,866
+89
| +0.8% | +$13.9K | 0.9% | 42 |
|
|
2024
Q1 | $1.7M | Buy |
10,777
+31
| +0.3% | +$4.89K | 0.89% | 44 |
|
|
2023
Q4 | $1.6M | Buy |
10,746
+705
| +7% | +$105K | 0.93% | 43 |
|
|
2023
Q3 | $1.69M | Buy |
10,041
+79
| +0.8% | +$13.3K | 1.19% | 29 |
|
|
2023
Q2 | $1.57M | Sell |
9,962
-1,641,320
| -99% | -$258M | 1.07% | 32 |
|
|
2023
Q1 | $1.01M | Buy |
1,651,282
+1,635,021
| +10,055% | +$1M | 0.78% | 44 |
|
|
2022
Q4 | $2.92M | Buy |
+16,261
| New | +$2.92M | 2.35% | 7 |
|