TFC Financial Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
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|
2025
Q1 | $419K | Buy |
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|
2024
Q4 | $359K | Buy |
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|
2024
Q3 | $167K | Buy |
|
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|
2024
Q2 | $172K | Sell |
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|
2024
Q1 | $191K | Sell |
|
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | $132K | Buy |
|
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|
2022
Q4 | $142K | Buy |
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|
2022
Q3 | $113K | Buy |
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|
2022
Q2 | $113K | Buy |
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|
2022
Q1 | $127K | Buy |
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|
2021
Q4 | $91K | Sell |
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|
2021
Q3 | $98K | Buy |
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|
2021
Q2 | $101K | Buy |
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|
2021
Q1 | $100K | Sell |
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|
2020
Q4 | $123K | Buy |
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|
2020
Q3 | $104K | Buy |
|