Atala Financial’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
2,796
+500
+22% +$71.6K 0.28% 75
2025
Q1
$384K Buy
2,296
+50
+2% +$8.37K 0.28% 77
2024
Q4
$325K Buy
+2,246
New +$325K 0.23% 90