Lokken Investment Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $491K | Buy |
|
|||||
|
2025
Q2 | $438K | Sell |
|
|||||
|
2025
Q1 | $553K | Sell |
|
|||||
|
2024
Q4 | $495K | Sell |
|
|||||
|
2024
Q3 | $520K | Sell |
|
|||||
|
2024
Q2 | $555K | Buy |
|
|||||
|
2024
Q1 | $552K | Buy |
|
|||||
|
2023
Q4 | $521K | Sell |
|
|||||
|
2023
Q3 | $1.06M | Buy |
|
|||||
|
2023
Q2 | $973K | Buy |
|
|||||
|
2023
Q1 | $911K | Buy |
|
|||||
|
2022
Q4 | $827K | Buy |
|
|||||
|
2022
Q3 | $622K | Buy |
|
|||||
|
2022
Q2 | $619K | Buy |
|
|||||
|
2022
Q1 | $658K | Buy |
|
|||||
|
2021
Q4 | $313K | Buy |
|
|||||
|
2021
Q3 | $219K | Buy |
|
|||||
|
2021
Q2 | $223K | Buy |
|
|||||
|
2021
Q1 | $222K | Buy |
|