TA
TFG Advisers’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
21,121
+51
| +0.2% | +$7.3K | 1.04% | 22 |
|
|
2025
Q1 | $3.52M | Buy |
21,070
+6
| +0% | +$1K | 1.28% | 16 |
|
|
2024
Q4 | $3.05M | Buy |
21,064
+97
| +0.5% | +$14K | 1.1% | 19 |
|
|
2024
Q3 | $3.09M | Buy |
20,967
+626
| +3% | +$92.2K | 1.11% | 21 |
|
|
2024
Q2 | $3.18M | Sell |
20,341
-142
| -0.7% | -$22.2K | 1.23% | 18 |
|
|
2024
Q1 | $3.23M | Buy |
20,483
+261
| +1% | +$41.2K | 1.26% | 18 |
|
|
2023
Q4 | $3.02M | Buy |
20,222
+373
| +2% | +$55.6K | 1.27% | 18 |
|
|
2023
Q3 | $3.35M | Buy |
19,849
+962
| +5% | +$162K | 1.57% | 9 |
|
|
2023
Q2 | $2.97M | Buy |
18,887
+503
| +3% | +$79.1K | 1.35% | 17 |
|
|
2023
Q1 | $3M | Buy |
18,384
+835
| +5% | +$136K | 1.45% | 16 |
|
|
2022
Q4 | $3.15M | Buy |
17,549
+1,177
| +7% | +$211K | 1.62% | 12 |
|
|
2022
Q3 | $2.35M | Buy |
16,372
+1,414
| +9% | +$203K | 1.31% | 17 |
|
|
2022
Q2 | $2.17M | Buy |
14,958
+724
| +5% | +$105K | 1.15% | 22 |
|
|
2022
Q1 | $2.32M | Buy |
14,234
+321
| +2% | +$52.3K | 1.06% | 23 |
|
|
2021
Q4 | $1.63M | Sell |
13,913
-197
| -1% | -$23.1K | 0.71% | 39 |
|
|
2021
Q3 | $1.43M | Sell |
14,110
-587
| -4% | -$59.5K | 0.69% | 42 |
|
|
2021
Q2 | $1.54M | Buy |
14,697
+33
| +0.2% | +$3.46K | 0.74% | 40 |
|
|
2021
Q1 | $1.54M | Sell |
14,664
-649
| -4% | -$68K | 0.79% | 38 |
|
|
2020
Q4 | $1.29M | Sell |
15,313
-400
| -3% | -$33.8K | 0.68% | 47 |
|
|
2020
Q3 | $1.13M | Sell |
15,713
-705
| -4% | -$50.7K | 0.65% | 46 |
|
|
2020
Q2 | $1.47M | Buy |
16,418
+1,744
| +12% | +$156K | 0.95% | 30 |
|
|
2020
Q1 | $1.06M | Sell |
14,674
-89
| -0.6% | -$6.45K | 0.84% | 34 |
|
|
2019
Q4 | $1.78M | Sell |
14,763
-583
| -4% | -$70.3K | 1% | 27 |
|
|
2019
Q3 | $1.82M | Sell |
15,346
-71
| -0.5% | -$8.42K | 1.2% | 24 |
|
|
2019
Q2 | $1.92M | Buy |
15,417
+50
| +0.3% | +$6.22K | 1.31% | 20 |
|
|
2019
Q1 | $1.89M | Buy |
15,367
+206
| +1% | +$25.4K | 1.36% | 16 |
|
|
2018
Q4 | $1.65M | Buy |
+15,161
| New | +$1.65M | 1.38% | 16 |
|