AGH Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$417K Sell
2,911
-595
-17% -$85.2K 0.34% 61
2025
Q1
$587K Sell
3,506
-44
-1% -$7.36K 0.57% 37
2024
Q4
$514K Buy
+3,550
New +$514K 0.48% 48