TWM
Tradition Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
10,470
+1,242
| +13% | +$178K | 0.12% | 149 |
|
|
2025
Q1 | $1.54M | Buy |
9,228
+342
| +4% | +$57.2K | 0.14% | 140 |
|
|
2024
Q4 | $1.29M | Sell |
8,886
-298
| -3% | -$43.2K | 0.11% | 145 |
|
|
2024
Q3 | $1.35M | Sell |
9,184
-367
| -4% | -$54K | 0.12% | 145 |
|
|
2024
Q2 | $1.49M | Buy |
9,551
+473
| +5% | +$74K | 0.14% | 123 |
|
|
2024
Q1 | $1.43M | Buy |
9,078
+39
| +0.4% | +$6.15K | 0.15% | 122 |
|
|
2023
Q4 | $1.35M | Sell |
9,039
-239
| -3% | -$35.6K | 0.14% | 116 |
|
|
2023
Q3 | $1.56M | Sell |
9,278
-117
| -1% | -$19.7K | 0.19% | 95 |
|
|
2023
Q2 | $1.48M | Sell |
9,395
-55
| -0.6% | -$8.65K | 0.17% | 100 |
|
|
2023
Q1 | $1.54M | Buy |
9,450
+420
| +5% | +$68.5K | 0.19% | 94 |
|
|
2022
Q4 | $1.62M | Sell |
9,030
-453
| -5% | -$81.3K | 0.23% | 78 |
|
|
2022
Q3 | $1.36M | Buy |
9,483
+370
| +4% | +$53.1K | 0.2% | 87 |
|
|
2022
Q2 | $1.32M | Sell |
9,113
-537
| -6% | -$77.7K | 0.19% | 91 |
|
|
2022
Q1 | $1.57M | Buy |
9,650
+2,100
| +28% | +$342K | 0.2% | 102 |
|
|
2021
Q4 | $886K | Buy |
7,550
+4,409
| +140% | +$517K | 0.11% | 137 |
|
|
2021
Q3 | $319K | Buy |
3,141
+284
| +10% | +$28.8K | 0.05% | 217 |
|
|
2021
Q2 | $299K | Buy |
2,857
+324
| +13% | +$33.9K | 0.04% | 235 |
|
|
2021
Q1 | $265K | Sell |
2,533
-144
| -5% | -$15.1K | 0.05% | 219 |
|
|
2020
Q4 | $226K | Buy |
+2,677
| New | +$226K | 0.04% | 220 |
|