TVWM
Tower View Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
1,195
+1,123
| +1,560% | +$161K | 0.09% | 68 |
|
|
2025
Q1 | $12K | Sell |
72
-9
| -11% | -$1.5K | 0.01% | 127 |
|
|
2024
Q4 | $11.7K | Buy |
81
+1
| +1% | +$145 | 0.01% | 122 |
|
|
2024
Q3 | $11.8K | Hold |
80
| – | – | 0.01% | 132 |
|
|
2024
Q2 | $12.6K | Hold |
80
| – | – | 0.01% | 123 |
|
|
2024
Q1 | $12.7K | Sell |
80
-37
| -32% | -$5.86K | 0.01% | 126 |
|
|
2023
Q4 | $17K | Sell |
117
-10
| -8% | -$1.45K | 0.01% | 111 |
|
|
2023
Q3 | $21K | Buy |
127
+81
| +176% | +$13.4K | 0.01% | 97 |
|
|
2023
Q2 | $7K | Hold |
46
| – | – | ﹤0.01% | 130 |
|
|
2023
Q1 | $7K | Sell |
46
-5
| -10% | -$761 | ﹤0.01% | 122 |
|
|
2022
Q4 | $9K | Hold |
51
| – | – | 0.01% | 121 |
|
|
2022
Q3 | $7K | Buy |
51
+1
| +2% | +$137 | 0.01% | 128 |
|
|
2022
Q2 | $7K | Hold |
50
| – | – | 0.01% | 126 |
|
|
2022
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 154 |
|
|
2021
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 169 |
|
|
2021
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 201 |
|
|
2020
Q4 | – | Sell |
-126
| Closed | -$9K | – | 173 |
|
|
2020
Q3 | $9K | Hold |
126
| – | – | 0.01% | 111 |
|
|
2020
Q2 | $11K | Sell |
126
-124
| -50% | -$10.8K | 0.01% | 97 |
|
|
2020
Q1 | $18K | Buy |
250
+1
| +0.4% | +$72 | 0.02% | 88 |
|
|
2019
Q4 | $30K | Hold |
249
| – | – | 0.02% | 95 |
|
|
2019
Q3 | $29K | Buy |
249
+1
| +0.4% | +$116 | 0.02% | 92 |
|
|
2019
Q2 | $31K | Buy |
248
+1
| +0.4% | +$125 | 0.03% | 88 |
|
|
2019
Q1 | $30K | Hold |
247
| – | – | 0.03% | 87 |
|
|
2018
Q4 | $27K | Buy |
247
+1
| +0.4% | +$109 | 0.03% | 89 |
|
|
2018
Q3 | $30K | Hold |
246
| – | – | 0.03% | 107 |
|
|
2018
Q2 | $31K | Buy |
246
+1
| +0.4% | +$126 | 0.03% | 101 |
|
|
2018
Q1 | $28K | Hold |
245
| – | – | 0.03% | 106 |
|
|
2017
Q4 | $31K | Buy |
+245
| New | +$31K | 0.03% | 105 |
|