TRIA
Trail Ridge Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,140
| Closed | -$468K | – | 107 |
|
|
2023
Q4 | $468K | Hold |
3,140
| – | – | 0.29% | 70 |
|
|
2023
Q3 | $529K | Hold |
3,140
| – | – | 0.36% | 60 |
|
|
2023
Q2 | $494K | Hold |
3,140
| – | – | 0.3% | 67 |
|
|
2023
Q1 | $512K | Hold |
3,140
| – | – | 0.33% | 69 |
|
|
2022
Q4 | $564K | Hold |
3,140
| – | – | 0.39% | 70 |
|
|
2022
Q3 | $585K | Sell |
3,140
-798
| -20% | -$149K | 0.39% | 71 |
|
|
2022
Q2 | $570K | Buy |
3,938
+127
| +3% | +$18.4K | 0.39% | 76 |
|
|
2022
Q1 | $621K | Sell |
3,811
-763
| -17% | -$124K | 0.38% | 74 |
|
|
2021
Q4 | $537K | Buy |
+4,574
| New | +$537K | 0.32% | 81 |
|