Boomfish Wealth 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	$275K	Hold	1,920	–	–	0.16%	78
2025 Q1	$321K	Sell	1,920 -80	-4%	-$13.4K	0.21%	72
2024 Q4	$290K	Buy	2,000 +50	+3%	+$7.24K	0.18%	82
2024 Q3	$287K	Buy	1,950 +30	+2%	+$4.42K	0.18%	81
2024 Q2	$300K	Buy	+1,920	New	+$300K	0.19%	80