LRI Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
13,099
-237
| -2% | -$33.9K | 0.16% | 59 |
|
|
2025
Q1 | $2.23M | Hold |
13,336
| – | – | 0.22% | 49 |
|
|
2024
Q4 | $1.93M | Hold |
13,336
| – | – | 0.19% | 45 |
|
|
2024
Q3 | $2.16M | Sell |
13,336
-156
| -1% | -$25.2K | 0.21% | 43 |
|
|
2024
Q2 | $2.11M | Buy |
13,492
+793
| +6% | +$124K | 0.24% | 34 |
|
|
2024
Q1 | $2M | Buy |
+12,699
| New | +$2M | 0.51% | 29 |
|