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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,870
Closed -$515K 69
2022
Q4
$515K Buy
+2,870
New +$515K 0.39% 55