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TFB Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
2,609
-235
| -8% | -$33.6K | 0.1% | 224 |
|
|
2025
Q1 | $476K | Buy |
2,844
+4
| +0.1% | +$669 | 0.14% | 176 |
|
|
2024
Q4 | $411K | Buy |
2,840
+66
| +2% | +$9.56K | 0.12% | 193 |
|
|
2024
Q3 | $409K | Sell |
2,774
-371
| -12% | -$54.6K | 0.12% | 191 |
|
|
2024
Q2 | $492K | Buy |
3,145
+298
| +10% | +$46.6K | 0.16% | 141 |
|
|
2024
Q1 | $454K | Buy |
+2,847
| New | +$454K | 0.16% | 141 |
|
|
2023
Q3 | – | Sell |
-2,940
| Closed | -$463K | – | 132 |
|
|
2023
Q2 | $463K | Buy |
2,940
+1,625
| +124% | +$256K | 0.2% | 115 |
|
|
2023
Q1 | $215K | Sell |
1,315
-85
| -6% | -$13.9K | 0.16% | 127 |
|
|
2022
Q4 | $251K | Buy |
+1,400
| New | +$251K | 0.21% | 101 |
|