Brass Tax Wealth Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$269K	Buy	1,882 +98	+5%	+$14K	0.05%	179
2025 Q1	$298K	Sell	1,784 -122	-6%	-$20.4K	0.06%	156
2024 Q4	$276K	Sell	1,906 -7	-0.4%	-$1.01K	0.06%	158
2024 Q3	$282K	Buy	1,913 +417	+28%	+$61.4K	0.06%	153
2024 Q2	$234K	Buy	+1,496	New	+$234K	0.1%	124