LFASL
Lugano Financial Advisors SA (LFA)’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4K | Buy |
310
+160
| +107% | +$22.9K | 0.03% | 145 |
|
|
2025
Q1 | $25.1K | Sell |
150
-330
| -69% | -$55.2K | 0.02% | 159 |
|
|
2024
Q4 | $69.5K | Buy |
480
+150
| +45% | +$21.7K | 0.05% | 131 |
|
|
2024
Q3 | $48.6K | Hold |
330
| – | – | 0.03% | 144 |
|
|
2024
Q2 | $51.6K | Buy |
+330
| New | +$51.6K | 0.04% | 137 |
|
|
2024
Q1 | – | Sell |
-140
| Closed | -$20.9K | – | 167 |
|
|
2023
Q4 | $20.9K | Buy |
140
+85
| +155% | +$12.7K | 0.02% | 140 |
|
|
2023
Q3 | $9.27K | Buy |
+55
| New | +$9.27K | 0.01% | 152 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$72K | – | 118 |
|
|
2022
Q3 | $72K | Hold |
500
| – | – | 0.06% | 75 |
|
|
2022
Q2 | $72K | Buy |
+500
| New | +$72K | 0.05% | 80 |
|
|
2020
Q3 | – | Sell |
-1,590
| Closed | -$145K | – | 112 |
|
|
2020
Q2 | $145K | Hold |
1,590
| – | – | 0.15% | 67 |
|
|
2020
Q1 | $170K | Hold |
1,590
| – | – | 0.15% | 73 |
|
|
2019
Q4 | $192K | Buy |
+1,590
| New | +$192K | 0.14% | 71 |
|
|
2019
Q2 | $198K | Hold |
1,590
| – | – | 0.12% | 69 |
|
|
2019
Q1 | $195K | Hold |
1,590
| – | – | 0.12% | 72 |
|
|
2018
Q4 | $194K | Hold |
1,590
| – | – | 0.13% | 79 |
|
|
2018
Q3 | $194K | Sell |
1,590
-2,281
| -59% | -$278K | 0.13% | 79 |
|
|
2018
Q2 | $486K | Buy |
+3,871
| New | +$486K | 0.47% | 43 |
|