TCM
TruNorth Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
1,436
-885
| -38% | -$127K | 0.05% | 86 |
|
|
2025
Q1 | $388K | Buy |
2,321
+885
| +62% | +$148K | 0.1% | 68 |
|
|
2024
Q4 | $208K | Hold |
1,436
| – | – | 0.06% | 68 |
|
|
2024
Q3 | $211K | Buy |
1,436
+198
| +16% | +$29.2K | 0.06% | 63 |
|
|
2024
Q2 | $194K | Buy |
1,238
+625
| +102% | +$97.8K | 0.06% | 65 |
|
|
2024
Q1 | $96.7K | Buy |
+613
| New | +$96.7K | 0.03% | 80 |
|