TW
TritonPoint Wealth’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.11M | Sell |
49,669
-1,557
| -3% | -$223K | 0.66% | 38 |
|
|
2025
Q1 | $8.57M | Buy |
51,226
+1,877
| +4% | +$314K | 0.82% | 30 |
|
|
2024
Q4 | $7.15M | Sell |
49,349
-910
| -2% | -$132K | 0.65% | 41 |
|
|
2024
Q3 | $7.31M | Buy |
50,259
+3,544
| +8% | +$516K | 0.67% | 40 |
|
|
2024
Q2 | $7.31M | Sell |
46,715
-108
| -0.2% | -$16.9K | 0.7% | 39 |
|
|
2024
Q1 | $6.47M | Sell |
46,823
-575
| -1% | -$79.4K | 0.68% | 40 |
|
|
2023
Q4 | $7.07M | Buy |
+47,398
| New | +$7.07M | 0.69% | 35 |
|