Axis Wealth Partners’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Sell
1,475
-170
-10% -$24.3K 0.14% 140
2025
Q1
$275K Sell
1,645
-126
-7% -$21.1K 0.2% 119
2024
Q4
$257K Buy
+1,771
New +$257K 0.22% 118