LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
72,296
-293
| -0.4% | -$42K | 0.09% | 70 |
|
|
2025
Q1 | $9.92M | Buy |
72,589
+1,564
| +2% | +$214K | 0.1% | 68 |
|
|
2024
Q4 | $11.2M | Sell |
71,025
-594
| -0.8% | -$93.4K | 0.1% | 71 |
|
|
2024
Q3 | $10.8M | Sell |
71,619
-381
| -0.5% | -$57.3K | 0.1% | 73 |
|
|
2024
Q2 | $11.4M | Sell |
72,000
-6,158
| -8% | -$972K | 0.1% | 66 |
|
|
2024
Q1 | $12.7M | Sell |
78,158
-456
| -0.6% | -$73.8K | 0.13% | 64 |
|
|
2023
Q4 | $11.6M | Sell |
78,614
-977
| -1% | -$144K | 0.11% | 66 |
|
|
2023
Q3 | $11.8M | Sell |
79,591
-370
| -0.5% | -$55K | 0.13% | 66 |
|
|
2023
Q2 | $12.6M | Buy |
79,961
+9,477
| +13% | +$1.49M | 0.13% | 65 |
|
|
2023
Q1 | $11.5M | Sell |
70,484
-294
| -0.4% | -$48K | 0.13% | 63 |
|
|
2022
Q4 | $12.7M | Sell |
70,778
-130
| -0.2% | -$23.3K | 0.16% | 61 |
|
|
2022
Q3 | $10.2M | Sell |
70,908
-101
| -0.1% | -$14.5K | 0.13% | 64 |
|
|
2022
Q2 | $10.3M | Sell |
71,009
-819
| -1% | -$119K | 0.13% | 65 |
|
|
2022
Q1 | $11.7M | Sell |
71,828
-243
| -0.3% | -$39.6K | 0.12% | 65 |
|
|
2021
Q4 | $8.46M | Buy |
72,071
+3,494
| +5% | +$410K | 0.08% | 74 |
|
|
2021
Q3 | $6.96M | Buy |
68,577
+229
| +0.3% | +$23.2K | 0.07% | 76 |
|
|
2021
Q2 | $7.16M | Buy |
68,348
+1,794
| +3% | +$188K | 0.07% | 78 |
|
|
2021
Q1 | $6.97M | Buy |
66,554
+285
| +0.4% | +$29.9K | 0.08% | 75 |
|
|
2020
Q4 | $5.6M | Buy |
66,269
+143
| +0.2% | +$12.1K | 0.06% | 79 |
|
|
2020
Q3 | $4.76M | Sell |
66,126
-3,070
| -4% | -$221K | 0.06% | 81 |
|
|
2020
Q2 | $6.17M | Buy |
69,196
+1,159
| +2% | +$103K | 0.09% | 73 |
|
|
2020
Q1 | $4.93M | Sell |
68,037
-5,367
| -7% | -$389K | 0.08% | 76 |
|
|
2019
Q4 | $8.85M | Buy |
73,404
+1,343
| +2% | +$162K | 0.12% | 68 |
|
|
2019
Q3 | $8.55M | Sell |
72,061
-1,309
| -2% | -$155K | 0.12% | 67 |
|
|
2019
Q2 | $9.13M | Buy |
73,370
+5,260
| +8% | +$655K | 0.13% | 66 |
|
|
2019
Q1 | $8.39M | Sell |
68,110
-1,707
| -2% | -$210K | 0.13% | 73 |
|
|
2018
Q4 | $7.6M | Buy |
69,817
+1,607
| +2% | +$175K | 0.14% | 77 |
|
|
2018
Q3 | $8.34M | Sell |
68,210
-471
| -0.7% | -$57.6K | 0.13% | 79 |
|
|
2018
Q2 | $8.68M | Buy |
68,681
+4,084
| +6% | +$516K | 0.15% | 78 |
|
|
2018
Q1 | $7.37M | Sell |
64,597
-1,198
| -2% | -$137K | 0.13% | 84 |
|
|
2017
Q4 | $8.24M | Sell |
65,795
-395
| -0.6% | -$49.5K | 0.15% | 81 |
|
|
2017
Q3 | $7.78M | Sell |
66,190
-82
| -0.1% | -$9.64K | 0.15% | 79 |
|
|
2017
Q2 | $7.24M | Sell |
66,272
-3,022
| -4% | -$330K | 0.14% | 80 |
|
|
2017
Q1 | $7.44M | Sell |
69,294
-195
| -0.3% | -$20.9K | 0.16% | 81 |
|
|
2016
Q4 | $8.18M | Sell |
69,489
-1,137
| -2% | -$134K | 0.18% | 74 |
|
|
2016
Q3 | $7.27M | Buy |
70,626
+572
| +0.8% | +$58.9K | 0.17% | 77 |
|
|
2016
Q2 | $7.34M | Sell |
70,054
-2,311
| -3% | -$242K | 0.17% | 76 |
|
|
2016
Q1 | $6.9M | Sell |
72,365
-2,632
| -4% | -$251K | 0.16% | 80 |
|
|
2015
Q4 | $6.75M | Buy |
74,997
+15,305
| +26% | +$1.38M | 0.17% | 80 |
|
|
2015
Q3 | $5.76M | Hold |
59,692
| – | – | 0.15% | 82 |
|
|
2015
Q2 | $5.76M | Sell |
59,692
-6,156
| -9% | -$594K | 0.15% | 82 |
|
|
2015
Q1 | $6.91M | Buy |
65,848
+1,000
| +2% | +$105K | 0.17% | 80 |
|
|
2014
Q4 | $7.28M | Buy |
64,848
+4,985
| +8% | +$559K | 0.19% | 80 |
|
|
2014
Q3 | $7.14M | Buy |
59,863
+398
| +0.7% | +$47.5K | 0.19% | 78 |
|
|
2014
Q2 | $7.76M | Buy |
59,465
+1,394
| +2% | +$182K | 0.21% | 72 |
|
|
2014
Q1 | $6.91M | Buy |
58,071
+700
| +1% | +$83.2K | 0.19% | 78 |
|
|
2013
Q4 | $7.17M | Sell |
57,371
-67
| -0.1% | -$8.37K | 0.2% | 80 |
|
|
2013
Q3 | $6.98M | Buy |
57,438
+60
| +0.1% | +$7.29K | 0.21% | 80 |
|
|
2013
Q2 | $6.79M | Buy |
+57,378
| New | +$6.79M | 0.21% | 86 |
|