LAM
Lynch Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Hold |
27,100
| – | – | 1.37% | 25 |
|
|
2025
Q1 | $4.53M | Hold |
27,100
| – | – | 2.03% | 15 |
|
|
2024
Q4 | $3.93M | Hold |
27,100
| – | – | 1.59% | 20 |
|
|
2024
Q3 | $3.99M | Sell |
27,100
-50
| -0.2% | -$7.36K | 1.68% | 17 |
|
|
2024
Q2 | $4.25M | Hold |
27,150
| – | – | 1.81% | 16 |
|
|
2024
Q1 | $4.28M | Hold |
27,150
| – | – | 2.01% | 17 |
|
|
2023
Q4 | $4.05M | Hold |
27,150
| – | – | 2.32% | 16 |
|
|
2023
Q3 | $4.58M | Hold |
27,150
| – | – | 3.01% | 11 |
|
|
2023
Q2 | $4.27M | Hold |
27,150
| – | – | 2.75% | 13 |
|
|
2023
Q1 | $4.43M | Hold |
27,150
| – | – | 3.18% | 9 |
|
|
2022
Q4 | $4.87M | Hold |
27,150
| – | – | 4.2% | 7 |
|
|
2022
Q3 | $3.9M | Sell |
27,150
-1,500
| -5% | -$216K | 3.5% | 10 |
|
|
2022
Q2 | $4.15M | Hold |
28,650
| – | – | 3.39% | 10 |
|
|
2022
Q1 | $4.67M | Hold |
28,650
| – | – | 3.34% | 10 |
|
|
2021
Q4 | $3.36M | Buy |
+28,650
| New | +$3.36M | 2.34% | 16 |
|