TI
tru Independence’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Buy |
32,543
+615
| +2% | +$88.1K | 1.35% | 36 |
|
|
2025
Q1 | $5.34M | Buy |
31,928
+255
| +0.8% | +$42.7K | 1.66% | 20 |
|
|
2024
Q4 | $4.59M | Sell |
31,673
-1,186
| -4% | -$172K | 1.44% | 32 |
|
|
2024
Q3 | $4.84M | Buy |
32,859
+293
| +0.9% | +$43.2K | 1.42% | 34 |
|
|
2024
Q2 | $5.09M | Sell |
32,566
-183
| -0.6% | -$28.6K | 1.54% | 29 |
|
|
2024
Q1 | $5.17M | Buy |
+32,749
| New | +$5.17M | 1.52% | 34 |
|
|
2021
Q3 | – | Sell |
-830
| Closed | -$87K | – | 222 |
|
|
2021
Q2 | $87K | Buy |
+830
| New | +$87K | 0.03% | 142 |
|
|
2021
Q1 | – | Sell |
-4,372
| Closed | -$369 | – | 384 |
|
|
2020
Q4 | $369 | Sell |
4,372
-2,323
| -35% | -$196 | ﹤0.01% | 396 |
|
|
2020
Q3 | $482K | Sell |
6,695
-6,144
| -48% | -$442K | 0.14% | 118 |
|
|
2020
Q2 | $1.15K | Buy |
12,839
+818
| +7% | +$73 | 0.17% | 101 |
|
|
2020
Q1 | $871 | Hold |
12,021
| – | – | 0.14% | 106 |
|
|
2019
Q4 | $871K | Buy |
+12,021
| New | +$871K | 0.13% | 121 |
|