TFA
Trinity Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
1,482
+1
| +0.1% | +$143 | 0.07% | 87 |
|
|
2025
Q1 | $231K | Buy |
1,481
+71
| +5% | +$11.1K | 0.08% | 79 |
|
|
2024
Q4 | $207K | Sell |
1,410
-32
| -2% | -$4.69K | 0.08% | 83 |
|
|
2024
Q3 | $204K | Buy |
1,442
+4
| +0.3% | +$565 | 0.09% | 82 |
|
|
2024
Q2 | $225K | Buy |
1,438
+1
| +0.1% | +$156 | 0.1% | 78 |
|
|
2024
Q1 | $227K | Sell |
1,437
-208
| -13% | -$32.8K | 0.1% | 69 |
|
|
2023
Q4 | $245K | Buy |
1,645
+11
| +0.7% | +$1.64K | 0.12% | 63 |
|
|
2023
Q3 | $276K | Buy |
1,634
+8
| +0.5% | +$1.35K | 0.15% | 57 |
|
|
2023
Q2 | $256K | Buy |
1,626
+3
| +0.2% | +$472 | 0.14% | 63 |
|
|
2023
Q1 | $265K | Buy |
1,623
+107
| +7% | +$17.5K | 0.16% | 56 |
|
|
2022
Q4 | $272K | Buy |
1,516
+3
| +0.2% | +$538 | 0.18% | 51 |
|
|
2022
Q3 | $217K | Buy |
+1,513
| New | +$217K | 0.16% | 66 |
|
|
2022
Q2 | – | Sell |
-1,281
| Closed | -$209K | – | 31 |
|
|
2022
Q1 | $209K | Buy |
+1,281
| New | +$209K | 0.13% | 63 |
|