Trust Company of the South’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
2,403
+137
+6% +$19.6K 0.06% 99
2025
Q1
$379K Buy
2,266
+464
+26% +$77.6K 0.08% 87
2024
Q4
$261K Buy
+1,802
New +$261K 0.05% 108
2024
Q1
Sell
-2,022
Closed -$301K 121
2023
Q4
$301K Buy
+2,022
New +$301K 0.08% 86