Traphagen Investment Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.97M	Buy	14,366 +1,941	+16%	+$354K	0.24%	42
2025 Q4	$1.89M	Buy	12,425 +73	+0.6%	+$11.1K	0.16%	51
2025 Q3	$1.92M	Buy	12,352 +1,620	+15%	+$251K	0.17%	49
2025 Q2	$1.54M	Buy	10,732 +276	+3%	+$38.9K	0.15%	55
2025 Q1	$1.75M	Buy	10,456 +1,089	+12%	+$170K	0.18%	48
2024 Q4	$1.36M	Sell	9,367 -6	-0.1%	-$918	0.14%	56
2024 Q3	$1.38M	Sell	9,373 -65	-0.7%	-$9.68K	0.14%	53
2024 Q2	$1.48M	Buy	9,438 +77	+0.8%	+$12.3K	0.16%	52
2024 Q1	$1.48M	Sell	9,361 -88	-0.9%	-$13.3K	0.16%	54
2023 Q4	$1.41M	Sell	9,449 -183	-2%	-$27.7K	0.17%	49
2023 Q3	$1.62M	Sell	9,632 -125	-1%	-$20.2K	0.21%	38
2023 Q2	$1.54M	Buy	9,757 +4,422	+83%	+$709K	0.2%	45
2023 Q1	$870K	Sell	5,335 -1,429	-21%	-$240K	0.13%	58
2022 Q4	$1.21M	Buy	6,764 +536	+9%	+$93.5K	0.19%	44
2022 Q3	$895K	Buy	6,228 +1,419	+30%	+$216K	0.16%	46
2022 Q2	$696K	Buy	4,809 +1,080	+29%	+$179K	0.13%	56
2022 Q1	$607K	Sell	3,729 -255	-6%	-$36.6K	0.1%	62
2021 Q4	$468K	Buy	3,984 +123	+3%	+$14K	0.08%	83
2021 Q3	$392K	Sell	3,861 -33	-0.8%	-$3.29K	0.07%	84
2021 Q2	$408K	Sell	3,894 -761	-16%	-$80.3K	0.07%	92
2021 Q1	$488K	Buy	4,655 +980	+27%	+$95.7K	0.09%	76
2020 Q4	$310K	Buy	+3,675	New	+$298K	0.06%	101
2020 Q3	–	Sell	-2,700	Closed	-$241K	–	133
2020 Q2	$241K	Sell	2,700 -2,934	-52%	-$263K	0.05%	107
2020 Q1	$408K	Buy	5,634 +17	+0.3%	+$1.68K	0.11%	75
2019 Q4	$677K	Buy	5,617 +77	+1%	+$9.07K	0.16%	52
2019 Q3	$657K	Buy	5,540 +229	+4%	+$27.8K	0.17%	47
2019 Q2	$661K	Buy	5,311 +2	+0%	+$242	0.18%	45
2019 Q1	$654K	Buy	+5,309	New	+$628K	0.18%	45