Bingham Private Wealth’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$994K Buy
6,943
+409
+6% +$58.6K 0.95% 28
2025
Q1
$1.09M Buy
6,534
+137
+2% +$22.9K 1.13% 26
2024
Q4
$927K Buy
+6,397
New +$927K 0.99% 27