Bestgate Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$259K Hold
1,551
0.54% 43
2025
Q1
$259K Sell
1,551
-25
-2% -$4.18K 0.54% 43
2024
Q4
$228K Buy
+1,576
New +$228K 0.46% 51