TPCW
TD Private Client Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
79,358
+1,390
| +2% | +$199K | 0.28% | 59 |
|
|
2025
Q1 | $13M | Buy |
77,968
+4,154
| +6% | +$695K | 0.36% | 50 |
|
|
2024
Q4 | $10.7M | Buy |
73,814
+666
| +0.9% | +$96.5K | 0.3% | 57 |
|
|
2024
Q3 | $10.8M | Sell |
73,148
-7,126
| -9% | -$1.05M | 0.31% | 59 |
|
|
2024
Q2 | $12.6M | Buy |
80,274
+4,077
| +5% | +$638K | 0.4% | 44 |
|
|
2024
Q1 | $12M | Buy |
76,197
+9,587
| +14% | +$1.51M | 0.39% | 48 |
|
|
2023
Q4 | $9.94M | Sell |
66,610
-6,993
| -10% | -$1.04M | 0.36% | 52 |
|
|
2023
Q3 | $12.4M | Buy |
73,603
+3,197
| +5% | +$539K | 0.54% | 35 |
|
|
2023
Q2 | $11.1M | Buy |
70,406
+9,542
| +16% | +$1.5M | 0.48% | 36 |
|
|
2023
Q1 | $9.93M | Buy |
60,864
+11,803
| +24% | +$1.93M | 0.45% | 42 |
|
|
2022
Q4 | $8.81M | Sell |
49,061
-11,012
| -18% | -$1.98M | 0.42% | 44 |
|
|
2022
Q3 | $8.63M | Buy |
60,073
+2,104
| +4% | +$302K | 0.44% | 42 |
|
|
2022
Q2 | $8.39M | Sell |
57,969
-28,630
| -33% | -$4.15M | 0.41% | 46 |
|
|
2022
Q1 | $14.1M | Sell |
86,599
-12,336
| -12% | -$2.01M | 0.6% | 27 |
|
|
2021
Q4 | $11.6M | Sell |
98,935
-5,437
| -5% | -$638K | 0.48% | 42 |
|
|
2021
Q3 | $10.6M | Buy |
104,372
+3,090
| +3% | +$313K | 0.45% | 43 |
|
|
2021
Q2 | $10.6M | Buy |
101,282
+7,024
| +7% | +$736K | 0.45% | 45 |
|
|
2021
Q1 | $9.88M | Buy |
94,258
+13,913
| +17% | +$1.46M | 0.46% | 43 |
|
|
2020
Q4 | $6.79M | Sell |
80,345
-6,341
| -7% | -$536K | 0.34% | 64 |
|
|
2020
Q3 | $6.24M | Buy |
86,686
+497
| +0.6% | +$35.8K | 0.35% | 65 |
|
|
2020
Q2 | $7.69M | Buy |
86,189
+12,609
| +17% | +$1.13M | 0.45% | 51 |
|
|
2020
Q1 | $5.33M | Sell |
73,580
-2,905
| -4% | -$210K | 0.38% | 59 |
|
|
2019
Q4 | $9.24M | Buy |
+76,485
| New | +$9.24M | 0.55% | 41 |
|