TFO Wealth Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-264
| Closed | -$41.6K | – | 229 |
|
|
2024
Q1 | $41.6K | Sell |
264
-16
| -6% | -$2.52K | 0.01% | 59 |
|
|
2023
Q4 | $41.8K | Sell |
280
-680
| -71% | -$101K | 0.01% | 60 |
|
|
2023
Q3 | $151K | Buy |
960
+494
| +106% | +$77.7K | 0.03% | 51 |
|
|
2023
Q2 | $73.3K | Buy |
466
+204
| +78% | +$32.1K | 0.02% | 60 |
|
|
2023
Q1 | $42.7K | Buy |
262
+260
| +13,000% | +$42.4K | 0.01% | 71 |
|
|
2022
Q4 | $189 | Buy |
+2
| New | +$189 | ﹤0.01% | 642 |
|
|
2022
Q3 | – | Sell |
-166
| Closed | -$24K | – | 219 |
|
|
2022
Q2 | $24K | Buy |
+166
| New | +$24K | 0.01% | 82 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$21K | – | 119 |
|
|
2021
Q1 | $21K | Buy |
+200
| New | +$21K | 0.01% | 101 |
|
|
2020
Q4 | – | Sell |
-22
| Closed | -$2K | – | 95 |
|
|
2020
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 134 |
|