American Trust Investment 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	–	Sell	-5,741	Closed	-$960K	–	90
2025 Q1	$960K	Buy	+5,741	New	+$960K	0.4%	48