LAS
LWM Advisory Services’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
2,550
-50
| -2% | -$7.16K | 0.25% | 71 |
|
|
2025
Q1 | $435K | Buy |
2,600
+15
| +0.6% | +$2.51K | 0.3% | 62 |
|
|
2024
Q4 | $375K | Hold |
2,585
| – | – | 0.26% | 70 |
|
|
2024
Q3 | $381K | Buy |
2,585
+343
| +15% | +$50.5K | 0.28% | 65 |
|
|
2024
Q2 | $351K | Sell |
2,242
-255
| -10% | -$39.9K | 0.29% | 59 |
|
|
2024
Q1 | $394K | Sell |
2,497
-93
| -4% | -$14.7K | 0.32% | 59 |
|
|
2023
Q4 | $386K | Buy |
2,590
+27
| +1% | +$4.03K | 0.34% | 56 |
|
|
2023
Q3 | $431K | Hold |
2,563
| – | – | 0.46% | 42 |
|
|
2023
Q2 | $402K | Sell |
2,563
-240
| -9% | -$37.6K | 0.42% | 44 |
|
|
2023
Q1 | $460K | Buy |
2,803
+64
| +2% | +$10.5K | 0.49% | 40 |
|
|
2022
Q4 | $492K | Sell |
2,739
-3,343
| -55% | -$601K | 0.54% | 36 |
|
|
2022
Q3 | $893K | Buy |
6,082
+544
| +10% | +$79.9K | 1.01% | 21 |
|
|
2022
Q2 | $801K | Buy |
5,538
+1,647
| +42% | +$238K | 0.96% | 21 |
|
|
2022
Q1 | $634K | Buy |
3,891
+651
| +20% | +$106K | 0.79% | 36 |
|
|
2021
Q4 | $380K | Buy |
+3,240
| New | +$380K | 0.47% | 64 |
|