TCWA
Turtle Creek Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Buy |
16,816
+2,787
| +20% | +$399K | 0.28% | 80 |
|
|
2025
Q1 | $2.35M | Buy |
14,029
+439
| +3% | +$73.4K | 0.35% | 77 |
|
|
2024
Q4 | $1.97M | Sell |
13,590
-175
| -1% | -$25.3K | 0.45% | 48 |
|
|
2024
Q3 | $2.03M | Buy |
13,765
+35
| +0.3% | +$5.15K | 0.41% | 58 |
|
|
2024
Q2 | $2.15M | Buy |
13,730
+1,285
| +10% | +$201K | 0.5% | 54 |
|
|
2024
Q1 | $1.96M | Buy |
12,445
+124
| +1% | +$19.6K | 0.48% | 60 |
|
|
2023
Q4 | $1.84M | Buy |
+12,321
| New | +$1.84M | 0.54% | 56 |
|