Capital Performance Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,356	Closed	-$394K	–	285
2025 Q1	$394K	Buy	+2,356	New	+$394K	0.09%	131
2024 Q4	–	Sell	-841	Closed	-$124K	–	778
2024 Q3	$124K	Buy	+841	New	+$124K	0.04%	163