Triumph Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
1,588
+9
| +0.6% | +$1.29K | 0.07% | 260 |
|
|
2025
Q1 | $264K | Buy |
+1,579
| New | +$264K | 0.09% | 228 |
|
|
2024
Q1 | – | Sell |
-4,096
| Closed | -$611K | – | 230 |
|
|
2023
Q4 | $611K | Buy |
+4,096
| New | +$611K | 0.26% | 86 |
|
|
2021
Q4 | – | Sell |
-3,595
| Closed | -$365K | – | 216 |
|
|
2021
Q3 | $365K | Buy |
+3,595
| New | +$365K | 0.17% | 130 |
|