TTWM
TCV Trust & Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Sell |
93,222
-1,612
| -2% | -$231K | 1.17% | 30 |
|
|
2025
Q1 | $15.9M | Sell |
94,834
-883
| -0.9% | -$148K | 1.47% | 26 |
|
|
2024
Q4 | $13.9M | Buy |
95,717
+965
| +1% | +$140K | 1.28% | 27 |
|
|
2024
Q3 | $14M | Sell |
94,752
-476
| -0.5% | -$70.1K | 1.25% | 32 |
|
|
2024
Q2 | $14.9M | Sell |
95,228
-320
| -0.3% | -$50.1K | 1.42% | 26 |
|
|
2024
Q1 | $15.1M | Sell |
95,548
-1,936
| -2% | -$305K | 1.44% | 24 |
|
|
2023
Q4 | $14.5M | Sell |
97,484
-1,236
| -1% | -$184K | 1.47% | 22 |
|
|
2023
Q3 | $16.6M | Buy |
98,720
+1,133
| +1% | +$191K | 1.84% | 13 |
|
|
2023
Q2 | $15.4M | Sell |
97,587
-2,062
| -2% | -$324K | 1.63% | 15 |
|
|
2023
Q1 | $16.3M | Sell |
99,649
-1,024
| -1% | -$167K | 1.81% | 13 |
|
|
2022
Q4 | $18.1M | Sell |
100,673
-1,268
| -1% | -$228K | 2.05% | 10 |
|
|
2022
Q3 | $14.6M | Buy |
101,941
+908
| +0.9% | +$130K | 1.86% | 11 |
|
|
2022
Q2 | $14.6M | Buy |
101,033
+339
| +0.3% | +$49.1K | 1.75% | 14 |
|
|
2022
Q1 | $16.4M | Sell |
100,694
-4,495
| -4% | -$732K | 1.75% | 14 |
|
|
2021
Q4 | $12.3M | Buy |
105,189
+5,913
| +6% | +$694K | 1.23% | 30 |
|
|
2021
Q3 | $10.1M | Buy |
99,276
+1,573
| +2% | +$160K | 1.12% | 34 |
|
|
2021
Q2 | $10.1M | Buy |
97,703
+485
| +0.5% | +$50.3K | 1.11% | 35 |
|
|
2021
Q1 | $10.2M | Sell |
97,218
-2,005
| -2% | -$210K | 1.18% | 33 |
|
|
2020
Q4 | $8.38M | Buy |
99,223
+1,020
| +1% | +$86.1K | 1.02% | 42 |
|
|
2020
Q3 | $7.07M | Sell |
98,203
-103
| -0.1% | -$7.42K | 0.95% | 44 |
|
|
2020
Q2 | $8.77M | Sell |
98,306
-1,628
| -2% | -$145K | 1.24% | 32 |
|
|
2020
Q1 | $7.24M | Sell |
99,934
-4,155
| -4% | -$301K | 1.19% | 35 |
|
|
2019
Q4 | $12.5M | Sell |
104,089
-4,640
| -4% | -$559K | 1.52% | 25 |
|
|
2019
Q3 | $12.9M | Buy |
108,729
+1,942
| +2% | +$230K | 1.67% | 21 |
|
|
2019
Q2 | $13.3M | Buy |
106,787
+1,858
| +2% | +$231K | 1.72% | 19 |
|
|
2019
Q1 | $12.9M | Sell |
104,929
-1,844
| -2% | -$227K | 1.71% | 19 |
|
|
2018
Q4 | $11.6M | Buy |
106,773
+28,405
| +36% | +$3.09M | 1.7% | 20 |
|
|
2018
Q3 | $9.58M | Buy |
78,368
+95
| +0.1% | +$11.6K | 1.28% | 31 |
|
|
2018
Q2 | $9.9M | Buy |
78,273
+456
| +0.6% | +$57.7K | 1.38% | 26 |
|
|
2018
Q1 | $8.87M | Buy |
77,817
+4,472
| +6% | +$510K | 1.27% | 30 |
|
|
2017
Q4 | $9.18M | Sell |
73,345
-969
| -1% | -$121K | 1.28% | 32 |
|
|
2017
Q3 | $8.73M | Sell |
74,314
-1,191
| -2% | -$140K | 1.29% | 28 |
|
|
2017
Q2 | $7.88M | Buy |
75,505
+105
| +0.1% | +$11K | 1.19% | 29 |
|
|
2017
Q1 | $8.1M | Buy |
75,400
+1,020
| +1% | +$110K | 1.24% | 30 |
|
|
2016
Q4 | $8.76M | Buy |
74,380
+834
| +1% | +$98.2K | 1.42% | 21 |
|
|
2016
Q3 | $7.57M | Sell |
73,546
-1,241
| -2% | -$128K | 1.28% | 29 |
|
|
2016
Q2 | $7.84M | Buy |
74,787
+897
| +1% | +$94K | 1.36% | 25 |
|
|
2016
Q1 | $7.05M | Buy |
73,890
+1,229
| +2% | +$117K | 1.27% | 28 |
|
|
2015
Q4 | $6.54M | Buy |
72,661
+29
| +0% | +$2.61K | 1.16% | 29 |
|
|
2015
Q3 | $5.73M | Buy |
72,632
+4,373
| +6% | +$345K | 1.04% | 32 |
|
|
2015
Q2 | $6.59M | Buy |
68,259
+2,238
| +3% | +$216K | 1.08% | 30 |
|
|
2015
Q1 | $6.93M | Sell |
66,021
-442
| -0.7% | -$46.4K | 1.12% | 28 |
|
|
2014
Q4 | $7.46M | Sell |
66,463
-549
| -0.8% | -$61.6K | 1.23% | 23 |
|
|
2014
Q3 | $8M | Sell |
67,012
-1,417
| -2% | -$169K | 1.35% | 21 |
|
|
2014
Q2 | $8.93M | Buy |
68,429
+4,063
| +6% | +$530K | 1.46% | 16 |
|
|
2014
Q1 | $7.65M | Sell |
64,366
-903
| -1% | -$107K | 1.29% | 22 |
|
|
2013
Q4 | $8.15M | Buy |
65,269
+2,259
| +4% | +$282K | 1.39% | 18 |
|
|
2013
Q3 | $7.66M | Buy |
63,010
+417
| +0.7% | +$50.7K | 1.49% | 13 |
|
|
2013
Q2 | $7.41M | Buy |
+62,593
| New | +$7.41M | 1.52% | 14 |
|