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BankPlus Trust Department’s Chevron CVX Stock Holding History

BankPlus Trust Department’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$318K Sell
2,224
-148
-6% -$21.2K 0.09% 128
2025
Q1 		$397K Sell
2,372
-121
-5% -$20.2K 0.13% 110
2024
Q4 		$361K Buy
+2,493
New +$361K 0.12% 116