TF
Talbot Financial’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.1M | Buy |
147,048
+33,466
| +29% | +$4.79M | 1.99% | 16 |
|
2025
Q1 | $19M | Sell |
113,582
-16
| -0% | -$2.68K | 2.38% | 10 |
|
2024
Q4 | $16.5M | Buy |
113,598
+3,478
| +3% | +$504K | 1.96% | 14 |
|
2024
Q3 | $16.2M | Buy |
110,120
+5,297
| +5% | +$780K | 1.97% | 14 |
|
2024
Q2 | $16.4M | Sell |
104,823
-167
| -0.2% | -$26.1K | 2.12% | 11 |
|
2024
Q1 | $16.6M | Buy |
104,990
+4,522
| +5% | +$713K | 2.22% | 11 |
|
2023
Q4 | $15M | Buy |
100,468
+8,030
| +9% | +$1.2M | 2.25% | 10 |
|
2023
Q3 | $15.6M | Buy |
92,438
+2,230
| +2% | +$376K | 2.72% | 8 |
|
2023
Q2 | $14.2M | Buy |
90,208
+2,503
| +3% | +$394K | 2.41% | 8 |
|
2023
Q1 | $14.3M | Buy |
87,705
+1,008
| +1% | +$164K | 2.66% | 7 |
|
2022
Q4 | $15.6M | Buy |
+86,697
| New | +$15.6M | 3.2% | 5 |
|