TWM
Titus Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.65M | Sell |
11,413
-969
| -8% | -$140K | 0.83% | 26 |
|
|
2022
Q1 | $2.02M | Sell |
12,382
-252
| -2% | -$41K | 0.91% | 24 |
|
|
2021
Q4 | $1.48M | Buy |
12,634
+2,183
| +21% | +$256K | 0.67% | 30 |
|
|
2021
Q3 | $1.06M | Buy |
10,451
+925
| +10% | +$93.7K | 0.56% | 29 |
|
|
2021
Q2 | $998K | Buy |
9,526
+120
| +1% | +$12.6K | 0.54% | 31 |
|
|
2021
Q1 | $986K | Buy |
9,406
+61
| +0.7% | +$6.39K | 0.58% | 30 |
|
|
2020
Q4 | $789K | Sell |
9,345
-1,281
| -12% | -$108K | 0.48% | 39 |
|
|
2020
Q3 | $765K | Sell |
10,626
-646
| -6% | -$46.5K | 0.55% | 35 |
|
|
2020
Q2 | $1.01M | Buy |
11,272
+837
| +8% | +$74.7K | 0.79% | 26 |
|
|
2020
Q1 | $756K | Buy |
10,435
+788
| +8% | +$57.1K | 0.71% | 29 |
|
|
2019
Q4 | $1.16M | Sell |
9,647
-3,233
| -25% | -$390K | 1.17% | 21 |
|
|
2019
Q3 | $1.53M | Sell |
12,880
-2,855
| -18% | -$339K | 1.4% | 15 |
|
|
2019
Q2 | $1.96M | Sell |
15,735
-321
| -2% | -$39.9K | 1.93% | 12 |
|
|
2019
Q1 | $1.98K | Sell |
16,056
-1,371
| -8% | -$169 | 1.74% | 13 |
|
|
2018
Q4 | $19K | Sell |
17,427
-1,993
| -10% | -$2.17K | 16.18% | 1 |
|
|
2018
Q3 | $2.38M | Buy |
19,420
+152
| +0.8% | +$18.6K | 2.05% | 13 |
|
|
2018
Q2 | $2.43M | Sell |
19,268
-384
| -2% | -$48.3K | 2.59% | 10 |
|
|
2018
Q1 | $2.24M | Buy |
19,652
+118
| +0.6% | +$13.5K | 2.16% | 12 |
|
|
2017
Q4 | $2.45M | Buy |
+19,534
| New | +$2.45M | 2.76% | 11 |
|