Towercrest Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
2,400
| – | – | 0.06% | 74 |
|
|
2025
Q1 | $401K | Sell |
2,400
-205
| -8% | -$34.3K | 0.08% | 69 |
|
|
2024
Q4 | $377K | Sell |
2,605
-30
| -1% | -$4.35K | 0.06% | 79 |
|
|
2024
Q3 | $388K | Hold |
2,635
| – | – | 0.06% | 82 |
|
|
2024
Q2 | $412K | Hold |
2,635
| – | – | 0.07% | 80 |
|
|
2024
Q1 | $416K | Sell |
2,635
-126
| -5% | -$19.9K | 0.07% | 80 |
|
|
2023
Q4 | $412K | Sell |
2,761
-19
| -0.7% | -$2.83K | 0.07% | 76 |
|
|
2023
Q3 | $469K | Buy |
2,780
+29
| +1% | +$4.89K | 0.09% | 64 |
|
|
2023
Q2 | $433K | Buy |
2,751
+225
| +9% | +$35.4K | 0.08% | 68 |
|
|
2023
Q1 | $412K | Hold |
2,526
| – | – | 0.09% | 65 |
|
|
2022
Q4 | $453K | Buy |
2,526
+76
| +3% | +$13.6K | 0.1% | 62 |
|
|
2022
Q3 | $352K | Hold |
2,450
| – | – | 0.08% | 64 |
|
|
2022
Q2 | $355K | Hold |
2,450
| – | – | 0.08% | 65 |
|
|
2022
Q1 | $399K | Hold |
2,450
| – | – | 0.08% | 67 |
|
|
2021
Q4 | $288K | Hold |
2,450
| – | – | 0.05% | 78 |
|
|
2021
Q3 | $249K | Hold |
2,450
| – | – | 0.05% | 87 |
|
|
2021
Q2 | $257K | Buy |
2,450
+24
| +1% | +$2.52K | 0.05% | 80 |
|
|
2021
Q1 | $254K | Sell |
2,426
-23
| -0.9% | -$2.41K | 0.05% | 78 |
|
|
2020
Q4 | $207K | Buy |
+2,449
| New | +$207K | 0.05% | 84 |
|