Tandem Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
1,407
+9
| +0.6% | +$1.29K | 0.01% | 68 |
|
|
2025
Q1 | $234K | Sell |
1,398
-345
| -20% | -$57.7K | 0.01% | 67 |
|
|
2024
Q4 | $252K | Sell |
1,743
-50
| -3% | -$7.23K | 0.01% | 67 |
|
|
2024
Q3 | $264K | Buy |
+1,793
| New | +$264K | 0.01% | 69 |
|
|
2024
Q2 | – | Sell |
-1,545
| Closed | -$244K | – | 83 |
|
|
2024
Q1 | $244K | Buy |
+1,545
| New | +$244K | 0.01% | 75 |
|
|
2023
Q3 | – | Sell |
-2,315
| Closed | -$364K | – | 81 |
|
|
2023
Q2 | $364K | Buy |
+2,315
| New | +$364K | 0.02% | 64 |
|
|
2023
Q1 | – | Sell |
-1,363
| Closed | -$245K | – | 81 |
|
|
2022
Q4 | $245K | Buy |
+1,363
| New | +$245K | 0.01% | 78 |
|
|
2017
Q1 | – | Sell |
-1,996
| Closed | -$235K | – | 56 |
|
|
2016
Q4 | $235K | Buy |
+1,996
| New | +$235K | 0.11% | 53 |
|