TCPWM
Traverso Chambers Private Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.62M | Buy |
10,841
+59
| +0.5% | +$8.8K | 0.39% | 38 |
|
|
2023
Q3 | $1.82M | Buy |
10,782
+205
| +2% | +$34.6K | 0.49% | 33 |
|
|
2023
Q2 | $1.66M | Sell |
10,577
-33
| -0.3% | -$5.19K | 0.44% | 34 |
|
|
2023
Q1 | $1.73M | Sell |
10,610
-34
| -0.3% | -$5.55K | 0.47% | 32 |
|
|
2022
Q4 | $1.91M | Sell |
10,644
-165
| -2% | -$29.6K | 0.55% | 29 |
|
|
2022
Q3 | $1.55M | Buy |
10,809
+166
| +2% | +$23.9K | 0.48% | 33 |
|
|
2022
Q2 | $1.54M | Sell |
10,643
-36
| -0.3% | -$5.21K | 0.52% | 31 |
|
|
2022
Q1 | $1.74M | Sell |
10,679
-308
| -3% | -$50.2K | 0.52% | 30 |
|
|
2021
Q4 | $1.29M | Buy |
10,987
+203
| +2% | +$23.8K | 0.38% | 36 |
|
|
2021
Q3 | $1.09M | Buy |
10,784
+113
| +1% | +$11.5K | 0.34% | 40 |
|
|
2021
Q2 | $1.12M | Buy |
10,671
+422
| +4% | +$44.2K | 0.35% | 40 |
|
|
2021
Q1 | $1.07M | Buy |
10,249
+296
| +3% | +$31K | 0.36% | 37 |
|
|
2020
Q4 | $840K | Sell |
9,953
-566
| -5% | -$47.8K | 0.3% | 39 |
|
|
2020
Q3 | $757K | Buy |
10,519
+880
| +9% | +$63.3K | 0.29% | 42 |
|
|
2020
Q2 | $860K | Buy |
9,639
+120
| +1% | +$10.7K | 0.36% | 34 |
|
|
2020
Q1 | $690K | Buy |
9,519
+537
| +6% | +$38.9K | 0.33% | 41 |
|
|
2019
Q4 | $1.08M | Sell |
8,982
-603
| -6% | -$72.6K | 0.46% | 36 |
|
|
2019
Q3 | $1.14M | Buy |
9,585
+23
| +0.2% | +$2.73K | 0.54% | 29 |
|
|
2019
Q2 | $1.18M | Sell |
9,562
-756
| -7% | -$92.9K | 0.57% | 28 |
|
|
2019
Q1 | $1.27M | Sell |
10,318
-46
| -0.4% | -$5.67K | 0.62% | 27 |
|
|
2018
Q4 | $1.13M | Buy |
+10,364
| New | +$1.13M | 0.61% | 27 |
|