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Alteri Wealth’s Chevron CVX Stock Holding History

Alteri Wealth’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 		$777K Sell
5,427
-1,030
-16% -$147K 0.3% 80
2025
Q1 		$1.08M Sell
6,457
-898
-12% -$150K 0.48% 50
2024
Q4 		$1.07M Buy
+7,355
New +$1.07M 0.29% 49