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Burling Wealth Partners’s Chevron CVX Stock Holding History

Burling Wealth Partners’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.94M Sell
13,540
-782
-5% -$112K 0.36% 68
2025
Q1 		$2.4M Sell
14,322
-2,056
-13% -$344K 0.5% 56
2024
Q4 		$2.37M Buy
+16,378
New +$2.37M 0.48% 58