TIA
Traphagen Investment Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
10,732
+276
| +3% | +$39.5K | 0.15% | 55 |
|
|
2025
Q1 | $1.75M | Buy |
10,456
+1,089
| +12% | +$182K | 0.18% | 48 |
|
|
2024
Q4 | $1.36M | Sell |
9,367
-6
| -0.1% | -$869 | 0.14% | 56 |
|
|
2024
Q3 | $1.38M | Sell |
9,373
-65
| -0.7% | -$9.57K | 0.14% | 53 |
|
|
2024
Q2 | $1.48M | Buy |
9,438
+77
| +0.8% | +$12K | 0.16% | 52 |
|
|
2024
Q1 | $1.48M | Sell |
9,361
-88
| -0.9% | -$13.9K | 0.16% | 54 |
|
|
2023
Q4 | $1.41M | Sell |
9,449
-183
| -2% | -$27.3K | 0.17% | 49 |
|
|
2023
Q3 | $1.62M | Sell |
9,632
-125
| -1% | -$21.1K | 0.21% | 38 |
|
|
2023
Q2 | $1.54M | Buy |
9,757
+4,422
| +83% | +$696K | 0.2% | 45 |
|
|
2023
Q1 | $870K | Sell |
5,335
-1,429
| -21% | -$233K | 0.13% | 58 |
|
|
2022
Q4 | $1.21M | Buy |
6,764
+536
| +9% | +$96.2K | 0.19% | 44 |
|
|
2022
Q3 | $895K | Buy |
6,228
+1,419
| +30% | +$204K | 0.16% | 46 |
|
|
2022
Q2 | $696K | Buy |
4,809
+1,080
| +29% | +$156K | 0.13% | 56 |
|
|
2022
Q1 | $607K | Sell |
3,729
-255
| -6% | -$41.5K | 0.1% | 62 |
|
|
2021
Q4 | $468K | Buy |
3,984
+123
| +3% | +$14.4K | 0.08% | 83 |
|
|
2021
Q3 | $392K | Sell |
3,861
-33
| -0.8% | -$3.35K | 0.07% | 84 |
|
|
2021
Q2 | $408K | Sell |
3,894
-761
| -16% | -$79.7K | 0.07% | 92 |
|
|
2021
Q1 | $488K | Buy |
4,655
+980
| +27% | +$103K | 0.09% | 76 |
|
|
2020
Q4 | $310K | Buy |
+3,675
| New | +$310K | 0.06% | 101 |
|
|
2020
Q3 | – | Sell |
-2,700
| Closed | -$241K | – | 133 |
|
|
2020
Q2 | $241K | Sell |
2,700
-2,934
| -52% | -$262K | 0.05% | 107 |
|
|
2020
Q1 | $408K | Buy |
5,634
+17
| +0.3% | +$1.23K | 0.11% | 75 |
|
|
2019
Q4 | $677K | Buy |
5,617
+77
| +1% | +$9.28K | 0.16% | 52 |
|
|
2019
Q3 | $657K | Buy |
5,540
+229
| +4% | +$27.2K | 0.17% | 47 |
|
|
2019
Q2 | $661K | Buy |
5,311
+2
| +0% | +$249 | 0.18% | 45 |
|
|
2019
Q1 | $654K | Buy |
+5,309
| New | +$654K | 0.18% | 45 |
|