Brandywine Oak Private Wealth’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.53M	Buy	7,406 +42	+0.6%	+$7.66K	0.13%	81
2025 Q4	$1.12M	Buy	7,364 +30	+0.4%	+$4.57K	0.09%	103
2025 Q3	$1.14M	Sell	7,334 -24	-0.3%	-$3.72K	0.1%	97
2025 Q2	$1.05M	Buy	7,358 +111	+2%	+$15.6K	0.1%	100
2025 Q1	$1.21M	Sell	7,247 -390	-5%	-$61.1K	0.12%	89
2024 Q4	$1.11M	Buy	7,637 +238	+3%	+$36.4K	0.11%	97
2024 Q3	$1.09M	Sell	7,399 -108	-1%	-$16.1K	0.11%	97
2024 Q2	$1.17M	Sell	7,507 -270	-3%	-$43.1K	0.12%	90
2024 Q1	$1.23M	Sell	7,777 -27	-0.3%	-$4.07K	0.13%	85
2023 Q4	$1.16M	Buy	7,804 +297	+4%	+$44.9K	0.13%	84
2023 Q3	$1.27M	Sell	7,507 -1,516	-17%	-$245K	0.15%	79
2023 Q2	$1.42M	Buy	9,023 +89	+1%	+$14.3K	0.16%	75
2023 Q1	$1.46M	Sell	8,934 -57	-0.6%	-$9.56K	0.17%	72
2022 Q4	$1.61M	Sell	8,991 -469	-5%	-$81.8K	0.2%	67
2022 Q3	$1.36M	Sell	9,460 -18	-0.2%	-$2.75K	0.18%	79
2022 Q2	$1.37M	Sell	9,478 -18	-0.2%	-$2.98K	0.18%	84
2022 Q1	$1.55M	Buy	9,496 +62	+0.7%	+$8.89K	0.18%	93
2021 Q4	$1.11M	Sell	9,434 -311	-3%	-$35.3K	0.12%	120
2021 Q3	$988K	Sell	9,745 -205	-2%	-$20.4K	0.11%	124
2021 Q2	$1.04M	Buy	9,950 +1,944	+24%	+$205K	0.12%	121
2021 Q1	$838K	Buy	8,006 +20	+0.3%	+$1.95K	0.12%	107
2020 Q4	$674K	Sell	7,986 -292	-4%	-$23.6K	0.1%	116
2020 Q3	$596K	Sell	8,278 -118	-1%	-$9.92K	0.1%	123
2020 Q2	$749K	Buy	8,396 +1,152	+16%	+$103K	0.13%	98
2020 Q1	$567K	Sell	7,244 -44	-0.6%	-$4.35K	0.12%	99
2019 Q4	$878K	Sell	7,288 -122	-2%	-$14.4K	0.16%	75
2019 Q3	$878K	Buy	7,410 +2,015	+37%	+$245K	0.17%	73
2019 Q2	$671K	Sell	5,395 -107	-2%	-$12.9K	0.13%	84
2019 Q1	$677K	Buy	5,502 +715	+15%	+$84.6K	0.14%	84
2018 Q4	$520K	Buy	+4,787	New	+$555K	0.12%	95