TFP
Tilia Fiduciary Partners’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
1,571
-276
| -15% | -$39.5K | 0.14% | 109 |
|
|
2025
Q1 | $309K | Buy |
1,847
+2
| +0.1% | +$335 | 0.21% | 92 |
|
|
2024
Q4 | $267K | Sell |
1,845
-50
| -3% | -$7.24K | 0.18% | 95 |
|
|
2024
Q3 | $279K | Buy |
1,895
+134
| +8% | +$19.7K | 0.19% | 91 |
|
|
2024
Q2 | $275K | Sell |
1,761
-105
| -6% | -$16.4K | 0.22% | 87 |
|
|
2024
Q1 | $294K | Sell |
1,866
-33
| -2% | -$5.2K | 0.24% | 85 |
|
|
2023
Q4 | $283K | Sell |
1,899
-43
| -2% | -$6.41K | 0.26% | 85 |
|
|
2023
Q3 | $327K | Buy |
1,942
+10
| +0.5% | +$1.69K | 0.34% | 75 |
|
|
2023
Q2 | $304K | Sell |
1,932
-28
| -1% | -$4.41K | 0.27% | 79 |
|
|
2023
Q1 | $320K | Sell |
1,960
-29
| -1% | -$4.73K | 0.3% | 85 |
|
|
2022
Q4 | $357K | Sell |
1,989
-10
| -0.5% | -$1.8K | 0.34% | 80 |
|
|
2022
Q3 | $314K | Buy |
1,999
+1
| +0.1% | +$157 | 0.32% | 82 |
|
|
2022
Q2 | $278K | Buy |
1,998
+607
| +44% | +$84.5K | 0.27% | 84 |
|
|
2022
Q1 | $226K | Buy |
1,391
+337
| +32% | +$54.8K | 0.19% | 96 |
|
|
2021
Q4 | $124K | Buy |
+1,054
| New | +$124K | 0.1% | 137 |
|