AssuredPartners 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	$976K	Sell	6,815 -2,756	-29%	-$395K	0.24%	74
2025 Q1	$1.6M	Sell	9,571 -667	-7%	-$112K	0.31%	93
2024 Q4	$1.48M	Buy	+10,238	New	+$1.48M	0.29%	91