TSWM
Triangle Securities Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
13,056
-2,937
| -18% | -$421K | 0.46% | 63 |
|
|
2025
Q1 | $2.68M | Sell |
15,993
-234
| -1% | -$39.1K | 0.69% | 40 |
|
|
2024
Q4 | $2.35M | Sell |
16,227
-381
| -2% | -$55.2K | 0.6% | 49 |
|
|
2024
Q3 | $2.45M | Buy |
16,608
+87
| +0.5% | +$12.8K | 0.63% | 46 |
|
|
2024
Q2 | $2.58M | Buy |
16,521
+49
| +0.3% | +$7.67K | 0.73% | 34 |
|
|
2024
Q1 | $2.6M | Buy |
16,472
+313
| +2% | +$49.4K | 0.74% | 35 |
|
|
2023
Q4 | $2.41M | Buy |
16,159
+159
| +1% | +$23.7K | 0.75% | 32 |
|
|
2023
Q3 | $2.7M | Buy |
16,000
+167
| +1% | +$28.2K | 0.96% | 25 |
|
|
2023
Q2 | $2.49M | Sell |
15,833
-302
| -2% | -$47.5K | 0.86% | 27 |
|
|
2023
Q1 | $2.63M | Sell |
16,135
-463
| -3% | -$75.5K | 0.94% | 26 |
|
|
2022
Q4 | $2.98M | Buy |
16,598
+141
| +0.9% | +$25.3K | 1.09% | 23 |
|
|
2022
Q3 | $2.36M | Sell |
16,457
-173
| -1% | -$24.9K | 0.97% | 30 |
|
|
2022
Q2 | $2.41M | Sell |
16,630
-186
| -1% | -$26.9K | 0.94% | 32 |
|
|
2022
Q1 | $2.74M | Buy |
16,816
+227
| +1% | +$37K | 0.92% | 32 |
|
|
2021
Q4 | $1.95M | Buy |
16,589
+49
| +0.3% | +$5.75K | 0.61% | 52 |
|
|
2021
Q3 | $1.68M | Buy |
16,540
+484
| +3% | +$49.1K | 0.57% | 58 |
|
|
2021
Q2 | $1.68M | Sell |
16,056
-247
| -2% | -$25.9K | 0.57% | 63 |
|
|
2021
Q1 | $1.71M | Buy |
16,303
+67
| +0.4% | +$7.02K | 0.62% | 54 |
|
|
2020
Q4 | $1.37M | Buy |
16,236
+1,635
| +11% | +$138K | 0.54% | 62 |
|
|
2020
Q3 | $1.05M | Sell |
14,601
-1,891
| -11% | -$136K | 0.48% | 70 |
|
|
2020
Q2 | $1.47M | Sell |
16,492
-1,530
| -8% | -$137K | 0.7% | 50 |
|
|
2020
Q1 | $1.31M | Buy |
18,022
+1,757
| +11% | +$127K | 0.75% | 47 |
|
|
2019
Q4 | $1.96M | Sell |
16,265
-513
| -3% | -$61.8K | 0.85% | 35 |
|
|
2019
Q3 | $1.99M | Buy |
16,778
+646
| +4% | +$76.6K | 0.97% | 30 |
|
|
2019
Q2 | $1.99M | Buy |
16,132
+474
| +3% | +$58.6K | 1.01% | 32 |
|
|
2019
Q1 | $1.93M | Sell |
15,658
-447
| -3% | -$55.1K | 1.01% | 32 |
|
|
2018
Q4 | $1.75M | Buy |
16,105
+3,720
| +30% | +$405K | 1.03% | 32 |
|
|
2018
Q3 | $1.51M | Sell |
12,385
-10
| -0.1% | -$1.22K | 0.8% | 40 |
|
|
2018
Q2 | $1.57M | Sell |
12,395
-266
| -2% | -$33.6K | 0.88% | 40 |
|
|
2018
Q1 | $1.44M | Sell |
12,661
-504
| -4% | -$57.5K | 0.83% | 45 |
|
|
2017
Q4 | $1.65M | Sell |
13,165
-187
| -1% | -$23.4K | 0.94% | 34 |
|
|
2017
Q3 | $1.57M | Sell |
13,352
-509
| -4% | -$59.8K | 0.93% | 36 |
|
|
2017
Q2 | $1.45M | Buy |
13,861
+35
| +0.3% | +$3.65K | 0.96% | 35 |
|
|
2017
Q1 | $1.48M | Sell |
13,826
-548
| -4% | -$58.8K | 0.95% | 36 |
|
|
2016
Q4 | $1.69M | Buy |
14,374
+1,370
| +11% | +$161K | 1.13% | 34 |
|
|
2016
Q3 | $1.34M | Sell |
13,004
-734
| -5% | -$75.5K | 0.93% | 38 |
|
|
2016
Q2 | $1.44M | Sell |
13,738
-1,820
| -12% | -$191K | 1.07% | 34 |
|
|
2016
Q1 | $1.48M | Sell |
15,558
-100
| -0.6% | -$9.54K | 0.97% | 37 |
|
|
2015
Q4 | $1.41M | Buy |
15,658
+1,115
| +8% | +$100K | 0.94% | 35 |
|
|
2015
Q3 | $1.15M | Sell |
14,543
-1,427
| -9% | -$113K | 0.87% | 39 |
|
|
2015
Q2 | $1.54M | Sell |
15,970
-40
| -0.2% | -$3.86K | 1.09% | 31 |
|
|
2015
Q1 | $1.68M | Buy |
16,010
+95
| +0.6% | +$9.98K | 1.16% | 24 |
|
|
2014
Q4 | $1.79M | Sell |
15,915
-11
| -0.1% | -$1.23K | 1.27% | 22 |
|
|
2014
Q3 | $1.9M | Hold |
15,926
| – | – | 1.46% | 21 |
|
|
2014
Q2 | $2.08M | Buy |
15,926
+2,717
| +21% | +$355K | 1.59% | 17 |
|
|
2014
Q1 | $1.57M | Sell |
13,209
-2,292
| -15% | -$272K | 1.41% | 20 |
|
|
2013
Q4 | $1.94M | Buy |
15,501
+212
| +1% | +$26.5K | 1.57% | 17 |
|
|
2013
Q3 | $1.86M | Sell |
15,289
-316
| -2% | -$38.4K | 1.62% | 18 |
|
|
2013
Q2 | $1.85M | Buy |
+15,605
| New | +$1.85M | 1.37% | 19 |
|