Aletheian Wealth Advisors’s Chevron CVX Stock Holding History

Aletheian Wealth Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Buy
2025 Q1	$249K	Buy
2024 Q4	–	Sell
2024 Q3	$220K	Sell
2024 Q2	$821K	Buy
2024 Q1	$785K	Buy
2023 Q4	$678K	Sell
2023 Q3	$793K	Sell
2023 Q2	$792K	Buy
2023 Q1	$205K	Buy