ADG Wealth Management Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Hold
8,851
1.08% 14
2025
Q1
$1.48M Sell
8,851
-224
-2% -$37.5K 1.4% 13
2024
Q4
$1.31M Buy
+9,075
New +$1.31M 1.17% 13