TCA
Trifecta Capital Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Buy |
4,504
+813
| +22% | +$116K | 0.11% | 66 |
|
|
2025
Q1 | $617K | Sell |
3,691
-21,908
| -86% | -$3.66M | 0.13% | 58 |
|
|
2024
Q4 | $3.71M | Sell |
25,599
-982
| -4% | -$142K | 0.73% | 39 |
|
|
2024
Q3 | $3.91M | Buy |
26,581
+344
| +1% | +$50.7K | 0.82% | 39 |
|
|
2024
Q2 | $4.1M | Buy |
26,237
+1,795
| +7% | +$281K | 0.91% | 35 |
|
|
2024
Q1 | $3.86M | Buy |
24,442
+2,210
| +10% | +$349K | 0.94% | 32 |
|
|
2023
Q4 | $3.32M | Buy |
22,232
+1,737
| +8% | +$259K | 0.92% | 32 |
|
|
2023
Q3 | $3.46M | Buy |
20,495
+3,854
| +23% | +$650K | 1.11% | 26 |
|
|
2023
Q2 | $2.62M | Buy |
16,641
+1,115
| +7% | +$175K | 0.84% | 36 |
|
|
2023
Q1 | $2.53M | Buy |
15,526
+1,430
| +10% | +$233K | 0.89% | 34 |
|
|
2022
Q4 | $2.53M | Buy |
+14,096
| New | +$2.53M | 1.01% | 30 |
|