Brewster Financial Planning’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Hold
1,929
0.19% 24
2025
Q1
$323K Hold
1,929
0.24% 20
2024
Q4
$279K Buy
+1,929
New +$279K 0.21% 19