TCM
TD Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
2,546
+1,476
| +138% | +$211K | 0.03% | 86 |
|
|
2025
Q1 | $179K | Buy |
1,070
+116
| +12% | +$19.4K | 0.02% | 118 |
|
|
2024
Q4 | $138K | Buy |
954
+35
| +4% | +$5.07K | 0.01% | 133 |
|
|
2024
Q3 | $135K | Buy |
919
+1
| +0.1% | +$147 | 0.01% | 134 |
|
|
2024
Q2 | $144K | Sell |
918
-200
| -18% | -$31.3K | 0.02% | 121 |
|
|
2024
Q1 | $176K | Buy |
1,118
+37
| +3% | +$5.84K | 0.02% | 110 |
|
|
2023
Q4 | $161K | Hold |
1,081
| – | – | 0.02% | 107 |
|
|
2023
Q3 | $182K | Hold |
1,081
| – | – | 0.02% | 101 |
|
|
2023
Q2 | $170K | Hold |
1,081
| – | – | 0.02% | 100 |
|
|
2023
Q1 | $176K | Buy |
1,081
+200
| +23% | +$32.6K | 0.02% | 93 |
|
|
2022
Q4 | $158K | Buy |
881
+43
| +5% | +$7.72K | 0.02% | 95 |
|
|
2022
Q3 | $120K | Buy |
+838
| New | +$120K | 0.02% | 111 |
|
|
2022
Q1 | – | Sell |
-838
| Closed | -$98K | – | 149 |
|
|
2021
Q4 | $98K | Hold |
838
| – | – | 0.01% | 126 |
|
|
2021
Q3 | $85K | Hold |
838
| – | – | 0.01% | 127 |
|
|
2021
Q2 | $88K | Sell |
838
-154
| -16% | -$16.2K | 0.01% | 116 |
|
|
2021
Q1 | $104K | Buy |
992
+2
| +0.2% | +$210 | 0.01% | 97 |
|
|
2020
Q4 | $84K | Buy |
990
+152
| +18% | +$12.9K | 0.01% | 95 |
|
|
2020
Q3 | $60K | Hold |
838
| – | – | 0.01% | 96 |
|
|
2020
Q2 | $75K | Hold |
838
| – | – | 0.01% | 86 |
|
|
2020
Q1 | $61K | Buy |
838
+35
| +4% | +$2.55K | 0.01% | 86 |
|
|
2019
Q4 | $97K | Sell |
803
-226
| -22% | -$27.3K | 0.02% | 76 |
|
|
2019
Q3 | $122K | Hold |
1,029
| – | – | 0.02% | 64 |
|
|
2019
Q2 | $128K | Hold |
1,029
| – | – | 0.03% | 59 |
|
|
2019
Q1 | $127K | Hold |
1,029
| – | – | 0.03% | 57 |
|
|
2018
Q4 | $112K | Buy |
1,029
+34
| +3% | +$3.7K | 0.03% | 57 |
|
|
2018
Q3 | $122K | Buy |
995
+234
| +31% | +$28.7K | 0.03% | 53 |
|
|
2018
Q2 | $96K | Buy |
761
+7
| +0.9% | +$883 | 0.03% | 60 |
|
|
2018
Q1 | $86K | Buy |
754
+7
| +0.9% | +$798 | 0.02% | 62 |
|
|
2017
Q4 | $93K | Buy |
747
+547
| +274% | +$68.1K | 0.03% | 63 |
|
|
2017
Q3 | $24K | Buy |
+200
| New | +$24K | 0.01% | 93 |
|
|
2016
Q4 | – | Sell |
-34
| Closed | -$3K | – | 177 |
|
|
2016
Q3 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 131 |
|
|
2013
Q4 | – | Sell |
-900
| Closed | -$109K | – | 162 |
|
|
2013
Q3 | $109K | Buy |
900
+41
| +5% | +$4.97K | 0.03% | 86 |
|
|
2013
Q2 | $102K | Buy |
+859
| New | +$102K | 0.02% | 86 |
|