Lugano Financial Advisors SA (LFA)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $45K | Hold |
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|
2025
Q3 | $45.8K | Sell |
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|
2025
Q2 | $44.4K | Buy |
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|
2025
Q1 | $25.1K | Sell |
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|
2024
Q4 | $69.5K | Buy |
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|
2024
Q3 | $48.6K | Hold |
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|
2024
Q2 | $51.6K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $20.9K | Buy |
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|
2023
Q3 | $9.27K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $72K | Hold |
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|
2022
Q2 | $72K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $145K | Hold |
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|
2020
Q1 | $170K | Hold |
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|
2019
Q4 | $192K | Buy |
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|
2019
Q2 | $198K | Hold |
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|
2019
Q1 | $195K | Hold |
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|
2018
Q4 | $194K | Hold |
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|
2018
Q3 | $194K | Sell |
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|
2018
Q2 | $486K | Buy |
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