Canandaigua National Trust of Florida’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$508K	Buy	3,547 +515	+17%	+$73.7K	0.36%	75
2025 Q1	$507K	Sell	3,032 -383	-11%	-$64.1K	0.45%	54
2024 Q4	$495K	Buy	3,415 +500	+17%	+$72.4K	0.39%	64
2024 Q3	$429K	Buy	+2,915	New	+$429K	0.37%	68