CWMK
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Caliber Wealth Management (Kansas)’s Chevron CVX Stock Holding History

Caliber Wealth Management (Kansas)’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 		$286K Buy
1,997
+146
+8% +$20.9K 0.03% 232
2025
Q1 		$310K Buy
+1,851
New +$310K 0.04% 195