LA
LVW Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
13,103
+1,081
| +9% | +$155K | 0.2% | 66 |
|
|
2025
Q1 | $2.01M | Buy |
12,022
+1,077
| +10% | +$180K | 0.24% | 55 |
|
|
2024
Q4 | $1.59M | Buy |
10,945
+1,962
| +22% | +$284K | 0.19% | 76 |
|
|
2024
Q3 | $1.32M | Sell |
8,983
-2,093
| -19% | -$308K | 0.17% | 91 |
|
|
2024
Q2 | $1.73M | Buy |
11,076
+651
| +6% | +$102K | 0.25% | 61 |
|
|
2024
Q1 | $1.64M | Buy |
10,425
+497
| +5% | +$78.4K | 0.28% | 61 |
|
|
2023
Q4 | $1.48M | Sell |
9,928
-3,548
| -26% | -$529K | 0.28% | 60 |
|
|
2023
Q3 | $2.27M | Sell |
13,476
-3,510
| -21% | -$592K | 0.47% | 42 |
|
|
2023
Q2 | $2.67M | Sell |
16,986
-2,557
| -13% | -$402K | 0.51% | 50 |
|
|
2023
Q1 | $3.19M | Sell |
19,543
-166
| -0.8% | -$27.1K | 0.62% | 43 |
|
|
2022
Q4 | $3.54M | Sell |
19,709
-1,309
| -6% | -$235K | 0.72% | 37 |
|
|
2022
Q3 | $3.02M | Buy |
21,018
+654
| +3% | +$94K | 0.67% | 40 |
|
|
2022
Q2 | $2.95M | Buy |
20,364
+15,238
| +297% | +$2.21M | 0.6% | 48 |
|
|
2022
Q1 | $835K | Sell |
5,126
-309
| -6% | -$50.3K | 0.14% | 99 |
|
|
2021
Q4 | $638K | Buy |
5,435
+25
| +0.5% | +$2.94K | 0.11% | 129 |
|
|
2021
Q3 | $549K | Buy |
5,410
+158
| +3% | +$16K | 0.09% | 146 |
|
|
2021
Q2 | $550K | Buy |
5,252
+122
| +2% | +$12.8K | 0.1% | 137 |
|
|
2021
Q1 | $538K | Buy |
5,130
+1,846
| +56% | +$194K | 0.1% | 142 |
|
|
2020
Q4 | $277K | Buy |
3,284
+256
| +8% | +$21.6K | 0.06% | 173 |
|
|
2020
Q3 | $218K | Buy |
3,028
+638
| +27% | +$45.9K | 0.05% | 179 |
|
|
2020
Q2 | $213K | Buy |
+2,390
| New | +$213K | 0.05% | 183 |
|
|
2019
Q2 | – | Sell |
-3,848
| Closed | -$474K | – | 168 |
|
|
2019
Q1 | $474K | Buy |
3,848
+936
| +32% | +$115K | 0.13% | 112 |
|
|
2018
Q4 | $317K | Sell |
2,912
-5,338
| -65% | -$581K | 0.11% | 115 |
|
|
2018
Q3 | $1.01M | Buy |
8,250
+22
| +0.3% | +$2.69K | 0.28% | 64 |
|
|
2018
Q2 | $1.04M | Sell |
8,228
-443
| -5% | -$56K | 0.33% | 58 |
|
|
2018
Q1 | $989K | Sell |
8,671
-90
| -1% | -$10.3K | 0.31% | 63 |
|
|
2017
Q4 | $1.1M | Buy |
8,761
+1,675
| +24% | +$210K | 0.32% | 57 |
|
|
2017
Q3 | $833K | Buy |
7,086
+4,553
| +180% | +$535K | 0.33% | 59 |
|
|
2017
Q2 | $264K | Sell |
2,533
-625
| -20% | -$65.1K | 0.09% | 107 |
|
|
2017
Q1 | $339K | Sell |
3,158
-3,190
| -50% | -$342K | 0.12% | 90 |
|
|
2016
Q4 | $747K | Buy |
6,348
+531
| +9% | +$62.5K | 0.26% | 58 |
|
|
2016
Q3 | $599K | Buy |
5,817
+501
| +9% | +$51.6K | 0.2% | 66 |
|
|
2016
Q2 | $557K | Sell |
5,316
-4,211
| -44% | -$441K | 0.21% | 61 |
|
|
2016
Q1 | $909K | Sell |
9,527
-521
| -5% | -$49.7K | 0.29% | 49 |
|
|
2015
Q4 | $904K | Sell |
10,048
-1,098
| -10% | -$98.8K | 0.35% | 50 |
|
|
2015
Q3 | $879K | Sell |
11,146
-5,464
| -33% | -$431K | 0.41% | 53 |
|
|
2015
Q2 | $1.6M | Sell |
16,610
-208
| -1% | -$20.1K | 0.68% | 41 |
|
|
2015
Q1 | $1.77M | Buy |
16,818
+148
| +0.9% | +$15.5K | 0.84% | 36 |
|
|
2014
Q4 | $1.87M | Buy |
+16,670
| New | +$1.87M | 1.03% | 32 |
|