Atlantic Family Wealth’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$297K	Sell	2,072 -8	-0.4%	-$1.15K	0.26%	30
2025 Q1	$348K	Buy	2,080 +104	+5%	+$17.4K	0.32%	26
2024 Q4	$286K	Buy	+1,976	New	+$286K	0.34%	28