Moisand Fitzgerald Tamayo’s Chevron CVX Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$148K	Hold	1,035	–	–	0.02%	130
2025 Q1	$173K	Sell	1,035 -269	-21%	-$45K	0.02%	124
2024 Q4	$189K	Hold	1,304	–	–	0.03%	115
2024 Q3	$192K	Buy	1,304 +404	+45%	+$59.5K	0.03%	114
2024 Q2	$141K	Hold	900	–	–	0.02%	121
2024 Q1	$142K	Sell	900 -22	-2%	-$3.47K	0.02%	120
2023 Q4	$138K	Hold	922	–	–	0.02%	117
2023 Q3	$155K	Buy	922 +291	+46%	+$49.1K	0.03%	110
2023 Q2	$99.3K	Sell	631 -117	-16%	-$18.4K	0.02%	126
2023 Q1	$122K	Buy	748 +117	+19%	+$19.1K	0.03%	117
2022 Q4	$113K	Buy	631 +21	+3%	+$3.77K	0.03%	118
2022 Q3	$88K	Buy	610 +82	+16%	+$11.8K	0.02%	121
2022 Q2	$76K	Buy	528 +423	+403%	+$60.9K	0.02%	135
2022 Q1	$17K	Sell	105 -298	-74%	-$48.2K	0.01%	147
2021 Q4	$47K	Sell	403 -18	-4%	-$2.1K	0.01%	154
2021 Q3	$43K	Sell	421 -105	-20%	-$10.7K	0.01%	159
2021 Q2	$55K	Buy	526 +4	+0.8%	+$418	0.02%	143
2021 Q1	$55K	Sell	522 -270	-34%	-$28.4K	0.02%	124
2020 Q4	$67K	Buy	792 +20	+3%	+$1.69K	0.03%	115
2020 Q3	$56K	Buy	772 +596	+339%	+$43.2K	0.03%	115
2020 Q2	$16K	Sell	176 -23	-12%	-$2.09K	0.01%	162
2020 Q1	$14K	Sell	199 -2,000	-91%	-$141K	0.01%	166
2019 Q4	$265K	Hold	2,199	–	–	0.14%	68
2019 Q3	$261K	Sell	2,199 -23	-1%	-$2.73K	0.14%	67
2019 Q2	$277K	Hold	2,222	–	–	0.15%	63
2019 Q1	$274K	Hold	2,222	–	–	0.15%	64
2018 Q4	$242K	Hold	2,222	–	–	0.15%	64
2018 Q3	$272K	Hold	2,222	–	–	0.15%	64
2018 Q2	$281K	Hold	2,222	–	–	0.16%	62
2018 Q1	$253K	Hold	2,222	–	–	0.15%	66
2017 Q4	$278K	Hold	2,222	–	–	0.16%	53
2017 Q3	$261K	Buy	2,222 +46	+2%	+$5.4K	0.16%	59
2017 Q2	$227K	Hold	2,176	–	–	0.15%	58
2017 Q1	$234K	Hold	2,176	–	–	0.16%	58
2016 Q4	$256K	Sell	2,176 -200	-8%	-$23.5K	0.19%	55
2016 Q3	$245K	Buy	+2,376	New	+$245K	0.19%	53
2016 Q2	–	Sell	-300	Closed	-$29K	–	81
2016 Q1	$29K	Hold	300	–	–	0.02%	115
2015 Q4	$27K	Buy	+300	New	+$27K	0.02%	113