Tilia Fiduciary Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $267K | Sell |
|
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | $275K | Sell |
|
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $327K | Buy |
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|
2023
Q2 | $304K | Sell |
|
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|
2023
Q1 | $320K | Sell |
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|
2022
Q4 | $357K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | $124K | Buy |
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