BWG
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Beta Wealth Group’s Chevron CVX Stock Holding History

Beta Wealth Group’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,100
Closed -$455K – 89
2022
Q1 		$455K Buy
+3,100
New +$455K 0.3% 47