LAM
Lummis Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
6,075
-172
| -3% | -$26.6K | 0.62% | 38 |
|
|
2025
Q1 | $854K | Buy |
6,247
+6,120
| +4,819% | +$837K | 0.59% | 39 |
|
|
2024
Q4 | $18.4K | Hold |
127
| – | – | 0.02% | 74 |
|
|
2024
Q3 | $18.7K | Hold |
127
| – | – | 0.02% | 82 |
|
|
2024
Q2 | $19.9K | Hold |
127
| – | – | 0.03% | 76 |
|
|
2024
Q1 | $20K | Sell |
127
-4,040
| -97% | -$637K | 0.03% | 77 |
|
|
2023
Q4 | $622K | Buy |
+4,167
| New | +$622K | 0.48% | 40 |
|