TNAM
Terra Nova Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
1,742
| – | – | 0.17% | 82 |
|
|
2025
Q1 | $291K | Hold |
1,742
| – | – | 0.23% | 75 |
|
|
2024
Q4 | $252K | Sell |
1,742
-464
| -21% | -$67.2K | 0.19% | 82 |
|
|
2024
Q3 | $325K | Sell |
2,206
-4
| -0.2% | -$589 | 0.24% | 75 |
|
|
2024
Q2 | $346K | Buy |
2,210
+5
| +0.2% | +$782 | 0.27% | 68 |
|
|
2024
Q1 | $348K | Sell |
2,205
-4
| -0.2% | -$631 | 0.28% | 70 |
|
|
2023
Q4 | $330K | Sell |
2,209
-2,723
| -55% | -$406K | 0.29% | 63 |
|
|
2023
Q3 | $776K | Hold |
4,932
| – | – | 0.71% | 53 |
|
|
2023
Q2 | $776K | Sell |
4,932
-2,962
| -38% | -$466K | 0.71% | 53 |
|
|
2023
Q1 | $1.29M | Buy |
7,894
+14
| +0.2% | +$2.28K | 1.26% | 35 |
|
|
2022
Q4 | $1.41M | Sell |
7,880
-328
| -4% | -$58.9K | 1.48% | 29 |
|
|
2022
Q3 | $1.18M | Buy |
8,208
+246
| +3% | +$35.3K | 1.29% | 33 |
|
|
2022
Q2 | $1.15M | Buy |
7,962
+6,027
| +311% | +$873K | 1.28% | 34 |
|
|
2022
Q1 | $315K | Buy |
1,935
+159
| +9% | +$25.9K | 0.29% | 63 |
|
|
2021
Q4 | $208K | Buy |
+1,776
| New | +$208K | 0.16% | 88 |
|
|
2017
Q1 | – | Sell |
-2,030
| Closed | -$239K | – | 66 |
|
|
2016
Q4 | $239K | Buy |
+2,030
| New | +$239K | 0.48% | 62 |
|