TLA
Tanglewood Legacy Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
5,009
+21
| +0.4% | +$3.01K | 0.29% | 49 |
|
|
2025
Q1 | $834K | Buy |
4,988
+19
| +0.4% | +$3.18K | 0.37% | 40 |
|
|
2024
Q4 | $720K | Buy |
4,969
+769
| +18% | +$111K | 0.31% | 46 |
|
|
2024
Q3 | $618K | Buy |
4,200
+20
| +0.5% | +$2.95K | 0.27% | 50 |
|
|
2024
Q2 | $654K | Sell |
4,180
-392
| -9% | -$61.3K | 0.31% | 45 |
|
|
2024
Q1 | $721K | Buy |
4,572
+18
| +0.4% | +$2.84K | 0.36% | 41 |
|
|
2023
Q4 | $679K | Buy |
4,554
+17
| +0.4% | +$2.54K | 0.37% | 39 |
|
|
2023
Q3 | $765K | Hold |
4,537
| – | – | 0.46% | 36 |
|
|
2023
Q2 | $714K | Hold |
4,537
| – | – | 0.41% | 37 |
|
|
2023
Q1 | $740K | Hold |
4,537
| – | – | 0.47% | 33 |
|
|
2022
Q4 | $814K | Buy |
+4,537
| New | +$814K | 0.58% | 26 |
|