Barnes Wealth Management Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.53M Sell
17,641
-2
-0% -$286 1.49% 17
2025
Q1
$2.95M Buy
17,643
+1,011
+6% +$169K 1.89% 10
2024
Q4
$2.41M Buy
+16,632
New +$2.41M 1.62% 16