Tiedemann Advisors’s Chevron CVX Stock Holding History

Tiedemann Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$20.8M	Buy	123,400 +4,827	+4%	+$814K	0.89%	18
2023 Q2	$18.7M	Sell	118,573 -101	-0.1%	-$15.9K	0.79%	18
2023 Q1	$19.4M	Sell	118,674 -21,389	-15%	-$3.49M	0.88%	19
2022 Q4	$25.1M	Buy	140,063 +59	+0%	+$10.6K	1.2%	14
2022 Q3	$20.1M	Buy	140,004 +8,049	+6%	+$1.16M	1.22%	14
2022 Q2	$19.1M	Buy	131,955 +123,234	+1,413%	+$17.8M	1.44%	14
2022 Q1	$1.42M	Buy	8,721 +100	+1%	+$16.3K	0.07%	119
2021 Q4	$1.01M	Sell	8,621 -2	-0%	-$235	0.05%	143
2021 Q3	$875K	Sell	8,623 -3,194	-27%	-$324K	0.05%	147
2021 Q2	$1.24M	Sell	11,817 -423	-3%	-$44.2K	0.05%	151
2021 Q1	$1.28M	Buy	12,240 +255	+2%	+$26.7K	0.06%	138
2020 Q4	$1.01M	Sell	11,985 -1,104	-8%	-$93.3K	0.05%	152
2020 Q3	$945K	Buy	13,089 +1,634	+14%	+$118K	0.05%	178
2020 Q2	$1.02M	Sell	11,455 -252	-2%	-$22.5K	0.05%	162
2020 Q1	$848K	Sell	11,707 -1,929	-14%	-$140K	0.05%	164
2019 Q4	$1.64M	Sell	13,636 -9,068	-40%	-$1.09M	0.08%	127
2019 Q3	$2.7M	Buy	22,704 +8,328	+58%	+$989K	0.13%	105
2019 Q2	$1.79M	Sell	14,376 -5,044	-26%	-$629K	0.09%	116
2019 Q1	$2.39M	Sell	19,420 -1,104	-5%	-$136K	0.11%	119
2018 Q4	$2.23M	Buy	20,524 +5,767	+39%	+$628K	0.11%	119
2018 Q3	$1.8M	Buy	14,757 +6	+0%	+$733	0.11%	119
2018 Q2	$1.86M	Buy	14,751 +3,665	+33%	+$463K	0.12%	112
2018 Q1	$1.26M	Buy	11,086 +1,052	+10%	+$120K	0.09%	127
2017 Q4	$1.26M	Sell	10,034 -15,638	-61%	-$1.96M	0.1%	106
2017 Q3	$2.73M	Sell	25,672 -26,048	-50%	-$2.77M	0.25%	78
2017 Q2	$5.4M	Buy	51,720 +13,330	+35%	+$1.39M	0.39%	47
2017 Q1	$4.12M	Buy	38,390 +15,467	+67%	+$1.66M	0.35%	61
2016 Q4	$2.7M	Buy	22,923 +10,554	+85%	+$1.24M	0.27%	72
2016 Q3	$1.25M	Buy	12,369 +8,984	+265%	+$905K	0.26%	54
2016 Q2	$355K	Hold	3,385	–	–	0.34%	45
2016 Q1	$323K	Hold	3,385	–	–	0.26%	48
2015 Q4	$305K	Buy	+3,385	New	+$305K	0.12%	51