TA
Tectonic Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
7,588
+255
| +3% | +$36.5K | 0.06% | 161 |
|
|
2025
Q1 | $1.23M | Buy |
7,333
+251
| +4% | +$42K | 0.08% | 139 |
|
|
2024
Q4 | $1.03M | Buy |
7,082
+364
| +5% | +$52.7K | 0.07% | 155 |
|
|
2024
Q3 | $989K | Sell |
6,718
-226
| -3% | -$33.3K | 0.06% | 164 |
|
|
2024
Q2 | $1.09M | Buy |
6,944
+386
| +6% | +$60.4K | 0.08% | 140 |
|
|
2024
Q1 | $1.03M | Buy |
6,558
+296
| +5% | +$46.7K | 0.08% | 140 |
|
|
2023
Q4 | $934K | Buy |
6,262
+469
| +8% | +$70K | 0.08% | 138 |
|
|
2023
Q3 | $977K | Buy |
5,793
+9
| +0.2% | +$1.52K | 0.09% | 118 |
|
|
2023
Q2 | $910K | Sell |
5,784
-27
| -0.5% | -$4.25K | 0.11% | 123 |
|
|
2023
Q1 | $948K | Buy |
5,811
+1,587
| +38% | +$259K | 0.13% | 111 |
|
|
2022
Q4 | $758K | Sell |
4,224
-174
| -4% | -$31.2K | 0.12% | 122 |
|
|
2022
Q3 | $632K | Sell |
4,398
-136
| -3% | -$19.5K | 0.12% | 118 |
|
|
2022
Q2 | $656K | Sell |
4,534
-255
| -5% | -$36.9K | 0.12% | 116 |
|
|
2022
Q1 | $780K | Buy |
4,789
+104
| +2% | +$16.9K | 0.13% | 110 |
|
|
2021
Q4 | $550K | Buy |
4,685
+136
| +3% | +$16K | 0.1% | 126 |
|
|
2021
Q3 | $462K | Buy |
4,549
+512
| +13% | +$52K | 0.09% | 120 |
|
|
2021
Q2 | $423K | Buy |
4,037
+429
| +12% | +$45K | 0.09% | 117 |
|
|
2021
Q1 | $378K | Buy |
3,608
+258
| +8% | +$27K | 0.09% | 119 |
|
|
2020
Q4 | $283K | Buy |
+3,350
| New | +$283K | 0.08% | 130 |
|