TKG Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
17,271
+1,442
| +9% | +$206K | 1.11% | 28 |
|
|
2025
Q1 | $2.65M | Sell |
15,829
-231
| -1% | -$38.6K | 1.31% | 25 |
|
|
2024
Q4 | $2.5M | Sell |
16,060
-519
| -3% | -$80.8K | 1.15% | 28 |
|
|
2024
Q3 | $2.44M | Buy |
16,579
+1,062
| +7% | +$156K | 1.2% | 26 |
|
|
2024
Q2 | $2.43M | Sell |
15,517
-270
| -2% | -$42.2K | 1.32% | 23 |
|
|
2024
Q1 | $2.49M | Buy |
15,787
+1,615
| +11% | +$255K | 1.39% | 21 |
|
|
2023
Q4 | $2.11M | Buy |
14,172
+635
| +5% | +$94.7K | 1.26% | 26 |
|
|
2023
Q3 | $2.28M | Sell |
13,537
-125
| -0.9% | -$21.1K | 1.52% | 24 |
|
|
2023
Q2 | $2.15M | Buy |
13,662
+29
| +0.2% | +$4.56K | 1.4% | 25 |
|
|
2023
Q1 | $2.22M | Buy |
13,633
+1,576
| +13% | +$257K | 1.39% | 21 |
|
|
2022
Q4 | $2.16M | Buy |
12,057
+3,678
| +44% | +$660K | 1.43% | 24 |
|
|
2022
Q3 | $1.2M | Buy |
8,379
+634
| +8% | +$91.1K | 0.95% | 31 |
|
|
2022
Q2 | $1.12M | Buy |
7,745
+1,079
| +16% | +$156K | 0.96% | 33 |
|
|
2022
Q1 | $1.09M | Sell |
6,666
-2,165
| -25% | -$352K | 0.87% | 36 |
|
|
2021
Q4 | $1.04M | Buy |
+8,831
| New | +$1.04M | 0.82% | 41 |
|