TCPG
Trivant Custom Portfolio Group’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
16,187
-219
| -1% | -$31.4K | 1.27% | 21 |
|
|
2025
Q1 | $2.74M | Buy |
16,406
+167
| +1% | +$27.9K | 1.58% | 22 |
|
|
2024
Q4 | $2.35M | Sell |
16,239
-169
| -1% | -$24.5K | 1.37% | 24 |
|
|
2024
Q3 | $2.42M | Buy |
16,408
+220
| +1% | +$32.4K | 1.39% | 27 |
|
|
2024
Q2 | $2.53M | Buy |
16,188
+255
| +2% | +$39.9K | 1.56% | 26 |
|
|
2024
Q1 | $2.51M | Sell |
15,933
-16,480
| -51% | -$2.6M | 1.6% | 32 |
|
|
2023
Q4 | $4.83M | Sell |
32,413
-545
| -2% | -$81.3K | 3.22% | 5 |
|
|
2023
Q3 | $5.56M | Buy |
32,958
+212
| +0.6% | +$35.7K | 4.09% | 4 |
|
|
2023
Q2 | $5.15M | Buy |
32,746
+653
| +2% | +$103K | 3.63% | 5 |
|
|
2023
Q1 | $5.24M | Buy |
+32,093
| New | +$5.24M | 3.74% | 5 |
|