TWA
TCI Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Sell |
28,354
-47
| -0.2% | -$6.73K | 0.28% | 44 |
|
|
2025
Q1 | $4.75M | Sell |
28,401
-323
| -1% | -$54K | 0.38% | 35 |
|
|
2024
Q4 | $4.16M | Sell |
28,724
-103
| -0.4% | -$14.9K | 0.35% | 35 |
|
|
2024
Q3 | $4.25M | Buy |
28,827
+344
| +1% | +$50.7K | 0.36% | 35 |
|
|
2024
Q2 | $4.46M | Sell |
28,483
-62
| -0.2% | -$9.7K | 0.42% | 34 |
|
|
2024
Q1 | $4.5M | Sell |
28,545
-3,249
| -10% | -$513K | 0.44% | 31 |
|
|
2023
Q4 | $4.74M | Buy |
31,794
+2,736
| +9% | +$408K | 0.51% | 28 |
|
|
2023
Q3 | $4.9M | Buy |
29,058
+210
| +0.7% | +$35.4K | 0.63% | 26 |
|
|
2023
Q2 | $4.54M | Sell |
28,848
-96
| -0.3% | -$15.1K | 0.58% | 26 |
|
|
2023
Q1 | $4.72M | Buy |
28,944
+193
| +0.7% | +$31.5K | 0.61% | 25 |
|
|
2022
Q4 | $5.16M | Sell |
28,751
-313
| -1% | -$56.2K | 0.71% | 21 |
|
|
2022
Q3 | $4.18M | Sell |
29,064
-455
| -2% | -$65.4K | 0.68% | 22 |
|
|
2022
Q2 | $4.27M | Sell |
29,519
-5
| -0% | -$724 | 0.65% | 23 |
|
|
2022
Q1 | $4.81M | Sell |
29,524
-58
| -0.2% | -$9.44K | 0.72% | 18 |
|
|
2021
Q4 | $3.47M | Sell |
29,582
-2,062
| -7% | -$242K | 0.51% | 20 |
|
|
2021
Q3 | $3.21M | Sell |
31,644
-87
| -0.3% | -$8.83K | 0.49% | 22 |
|
|
2021
Q2 | $3.32M | Sell |
31,731
-546
| -2% | -$57.2K | 0.56% | 20 |
|
|
2021
Q1 | $3.38M | Sell |
32,277
-68
| -0.2% | -$7.13K | 1.43% | 12 |
|
|
2020
Q4 | $2.73M | Buy |
32,345
+1,024
| +3% | +$86.5K | 1.22% | 13 |
|
|
2020
Q3 | $2.26M | Sell |
31,321
-1,035
| -3% | -$74.5K | 0.89% | 23 |
|
|
2020
Q2 | $2.89M | Sell |
32,356
-3,634
| -10% | -$324K | 1.23% | 13 |
|
|
2020
Q1 | $2.61M | Buy |
35,990
+745
| +2% | +$54K | 1.29% | 13 |
|
|
2019
Q4 | $4.25M | Sell |
35,245
-276
| -0.8% | -$33.3K | 1.65% | 10 |
|
|
2019
Q3 | $4.21M | Buy |
35,521
+240
| +0.7% | +$28.5K | 1.87% | 9 |
|
|
2019
Q2 | $4.39M | Sell |
35,281
-4,389
| -11% | -$546K | 1.98% | 9 |
|
|
2019
Q1 | $4.89M | Sell |
39,670
-459
| -1% | -$56.5K | 2.15% | 9 |
|
|
2018
Q4 | $4.37M | Buy |
40,129
+152
| +0.4% | +$16.5K | 2.12% | 9 |
|
|
2018
Q3 | $4.89M | Sell |
39,977
-194
| -0.5% | -$23.7K | 2.04% | 8 |
|
|
2018
Q2 | $5.08M | Sell |
40,171
-687
| -2% | -$86.9K | 2.26% | 7 |
|
|
2018
Q1 | $4.66M | Sell |
40,858
-97
| -0.2% | -$11.1K | 2.16% | 8 |
|
|
2017
Q4 | $5.13M | Sell |
40,955
-547
| -1% | -$68.5K | 2.25% | 7 |
|
|
2017
Q3 | $4.88M | Sell |
41,502
-1,056
| -2% | -$124K | 2.39% | 6 |
|
|
2017
Q2 | $4.44M | Buy |
42,558
+129
| +0.3% | +$13.5K | 2.27% | 7 |
|
|
2017
Q1 | $4.56M | Sell |
42,429
-1,899
| -4% | -$204K | 2.38% | 6 |
|
|
2016
Q4 | $5.22M | Buy |
44,328
+240
| +0.5% | +$28.2K | 2.74% | 6 |
|
|
2016
Q3 | $4.54M | Sell |
44,088
-204
| -0.5% | -$21K | 2.47% | 6 |
|
|
2016
Q2 | $4.64M | Buy |
44,292
+1,365
| +3% | +$143K | 2.58% | 6 |
|
|
2016
Q1 | $4.1M | Sell |
42,927
-130
| -0.3% | -$12.4K | 2.27% | 6 |
|
|
2015
Q4 | $3.87M | Sell |
43,057
-349
| -0.8% | -$31.4K | 2.16% | 6 |
|
|
2015
Q3 | $3.42M | Buy |
43,406
+759
| +2% | +$59.9K | 2.06% | 7 |
|
|
2015
Q2 | $4.11M | Buy |
+42,647
| New | +$4.11M | 2.36% | 6 |
|
|
2015
Q1 | – | Sell |
-39,308
| Closed | -$4.41M | – | 893 |
|
|
2014
Q4 | $4.41M | Sell |
39,308
-514
| -1% | -$57.7K | 2.73% | 6 |
|
|
2014
Q3 | $4.75M | Buy |
39,822
+1,505
| +4% | +$180K | 3% | 6 |
|
|
2014
Q2 | $5M | Buy |
38,317
+630
| +2% | +$82.2K | 3.01% | 6 |
|
|
2014
Q1 | $4.48M | Sell |
37,687
-886
| -2% | -$105K | 2.92% | 7 |
|
|
2013
Q4 | $4.82M | Buy |
38,573
+194
| +0.5% | +$24.2K | 3.02% | 7 |
|
|
2013
Q3 | $4.66M | Sell |
38,379
-149
| -0.4% | -$18.1K | 3.54% | 6 |
|
|
2013
Q2 | $4.56M | Buy |
+38,528
| New | +$4.56M | 3.46% | 6 |
|