TWM
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TCFG Wealth Management’s Chevron CVX Stock Holding History

TCFG Wealth Management’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 		$2.28M Sell
15,945
-4,795
-23% -$687K 1.03% 16
2025
Q1 		$3.47M Buy
20,740
+374
+2% +$62.6K 1.74% 9
2024
Q4 		$2.95M Sell
20,366
-878
-4% -$127K 1.48% 10
2024
Q3 		$3.13M Buy
+21,244
New +$3.13M 1.57% 10