TF
TLWM Financial’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
9,518
+12
| +0.1% | +$1.72K | 0.26% | 33 |
|
|
2025
Q1 | $1.59M | Buy |
9,506
+102
| +1% | +$17.1K | 0.32% | 29 |
|
|
2024
Q4 | $1.36M | Buy |
9,404
+379
| +4% | +$54.9K | 0.27% | 33 |
|
|
2024
Q3 | $1.33M | Sell |
9,025
-163
| -2% | -$24K | 0.27% | 30 |
|
|
2024
Q2 | $1.44M | Buy |
9,188
+148
| +2% | +$23.2K | 0.31% | 22 |
|
|
2024
Q1 | $1.43M | Sell |
9,040
-156
| -2% | -$24.6K | 0.32% | 24 |
|
|
2023
Q4 | $1.37M | Buy |
9,196
+59
| +0.6% | +$8.8K | 0.32% | 24 |
|
|
2023
Q3 | $1.54M | Buy |
9,137
+2,317
| +34% | +$391K | 0.41% | 19 |
|
|
2023
Q2 | $1.07M | Buy |
6,820
+41
| +0.6% | +$6.45K | 0.31% | 31 |
|
|
2023
Q1 | $1.11M | Sell |
6,779
-143
| -2% | -$23.3K | 0.35% | 27 |
|
|
2022
Q4 | $1.24M | Sell |
6,922
-3,809
| -35% | -$684K | 0.45% | 19 |
|
|
2022
Q3 | $1.21M | Buy |
10,731
+4,380
| +69% | +$492K | 0.53% | 19 |
|
|
2022
Q2 | $921K | Sell |
6,351
-2,072
| -25% | -$300K | 0.35% | 29 |
|
|
2022
Q1 | $1.38M | Buy |
8,423
+238
| +3% | +$38.9K | 0.48% | 21 |
|
|
2021
Q4 | $961K | Buy |
8,185
+500
| +7% | +$58.7K | 0.32% | 35 |
|
|
2021
Q3 | $786K | Buy |
7,685
+39
| +0.5% | +$3.99K | 0.3% | 36 |
|
|
2021
Q2 | $802K | Buy |
7,646
+58
| +0.8% | +$6.08K | 0.29% | 37 |
|
|
2021
Q1 | $797K | Buy |
7,588
+397
| +6% | +$41.7K | 0.3% | 35 |
|
|
2020
Q4 | $607K | Buy |
7,191
+2,521
| +54% | +$213K | 0.24% | 42 |
|
|
2020
Q3 | $325K | Buy |
4,670
+161
| +4% | +$11.2K | 0.15% | 56 |
|
|
2020
Q2 | $398K | Sell |
4,509
-46
| -1% | -$4.06K | 0.24% | 48 |
|
|
2020
Q1 | $339K | Buy |
4,555
+168
| +4% | +$12.5K | 0.2% | 48 |
|
|
2019
Q4 | $529K | Sell |
4,387
-7
| -0.2% | -$844 | 0.25% | 43 |
|
|
2019
Q3 | $521K | Sell |
4,394
-149
| -3% | -$17.7K | 0.27% | 37 |
|
|
2019
Q2 | $563K | Sell |
4,543
-158
| -3% | -$19.6K | 0.32% | 30 |
|
|
2019
Q1 | $579K | Sell |
4,701
-228
| -5% | -$28.1K | 0.33% | 27 |
|
|
2018
Q4 | $558K | Buy |
4,929
+217
| +5% | +$24.6K | 0.34% | 34 |
|
|
2018
Q3 | $578K | Buy |
4,712
+24
| +0.5% | +$2.94K | 0.34% | 31 |
|
|
2018
Q2 | $595K | Sell |
4,688
-24
| -0.5% | -$3.05K | 0.37% | 27 |
|
|
2018
Q1 | $536K | Buy |
4,712
+223
| +5% | +$25.4K | 0.36% | 30 |
|
|
2017
Q4 | $562K | Buy |
+4,489
| New | +$562K | 0.44% | 25 |
|