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Blake Schutter Theil Wealth Advisors’s Chevron CVX Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$608K Sell
4,243
-318
-7% -$45.5K 0.69% 44
2025
Q1 		$763K Sell
4,561
-92
-2% -$15.4K 0.87% 32
2024
Q4 		$674K Sell
4,653
-1,474
-24% -$213K 0.71% 32
2024
Q3 		$902K Buy
+6,127
New +$902K 0.65% 44