TFM
TFC Financial Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
2,453
-49
| -2% | -$7.02K | 0.05% | 90 |
|
|
2025
Q1 | $419K | Buy |
2,502
+25
| +1% | +$4.18K | 0.06% | 77 |
|
|
2024
Q4 | $359K | Buy |
2,477
+1,345
| +119% | +$195K | 0.06% | 87 |
|
|
2024
Q3 | $167K | Buy |
1,132
+35
| +3% | +$5.16K | 0.03% | 139 |
|
|
2024
Q2 | $172K | Sell |
1,097
-112
| -9% | -$17.5K | 0.03% | 131 |
|
|
2024
Q1 | $191K | Sell |
1,209
-669
| -36% | -$106K | 0.03% | 121 |
|
|
2023
Q4 | $280K | Buy |
1,878
+27
| +1% | +$4.03K | 0.06% | 91 |
|
|
2023
Q3 | $312K | Buy |
1,851
+446
| +32% | +$75.2K | 0.07% | 77 |
|
|
2023
Q2 | $221K | Buy |
1,405
+594
| +73% | +$93.5K | 0.05% | 99 |
|
|
2023
Q1 | $132K | Buy |
811
+22
| +3% | +$3.59K | 0.03% | 141 |
|
|
2022
Q4 | $142K | Buy |
789
+3
| +0.4% | +$539 | 0.04% | 123 |
|
|
2022
Q3 | $113K | Buy |
786
+5
| +0.6% | +$719 | 0.04% | 131 |
|
|
2022
Q2 | $113K | Buy |
781
+4
| +0.5% | +$579 | 0.03% | 138 |
|
|
2022
Q1 | $127K | Buy |
777
+4
| +0.5% | +$654 | 0.04% | 139 |
|
|
2021
Q4 | $91K | Sell |
773
-196
| -20% | -$23.1K | 0.03% | 171 |
|
|
2021
Q3 | $98K | Buy |
969
+6
| +0.6% | +$607 | 0.03% | 160 |
|
|
2021
Q2 | $101K | Buy |
963
+5
| +0.5% | +$524 | 0.03% | 155 |
|
|
2021
Q1 | $100K | Sell |
958
-495
| -34% | -$51.7K | 0.04% | 145 |
|
|
2020
Q4 | $123K | Buy |
1,453
+5
| +0.3% | +$423 | 0.05% | 122 |
|
|
2020
Q3 | $104K | Buy |
+1,448
| New | +$104K | 0.05% | 116 |
|