4A
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4Wealth Advisors’s Chevron CVX Stock Holding History

4Wealth Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$773K Sell
5,396
-819
-13% -$117K 0.78% 33
2025
Q1 		$1.04M Buy
6,215
+3,227
+108% +$540K 1.13% 22
2024
Q4 		$433K Buy
+2,988
New +$433K 0.43% 77