Luts & Greenleigh Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
1,676
+224
| +15% | +$32.1K | 0.23% | 72 |
|
|
2025
Q1 | $243K | Sell |
1,452
-349
| -19% | -$58.4K | 0.24% | 70 |
|
|
2024
Q4 | $261K | Buy |
1,801
+36
| +2% | +$5.22K | 0.26% | 68 |
|
|
2024
Q3 | $260K | Sell |
1,765
-457
| -21% | -$67.3K | 0.25% | 68 |
|
|
2024
Q2 | $348K | Buy |
+2,222
| New | +$348K | 0.36% | 48 |
|
|
2023
Q4 | $272K | Buy |
1,826
+30
| +2% | +$4.47K | 0.34% | 49 |
|
|
2023
Q3 | $303K | Sell |
1,796
-94
| -5% | -$15.8K | 0.38% | 45 |
|
|
2023
Q2 | $297K | Sell |
1,890
-50
| -3% | -$7.87K | 0.37% | 47 |
|
|
2023
Q1 | $317K | Sell |
1,940
-90
| -4% | -$14.7K | 0.4% | 45 |
|
|
2022
Q4 | $364K | Buy |
+2,030
| New | +$364K | 0.46% | 38 |
|