Capstone Wealth Management Group (Oregon)’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
2,430
-601
-20% -$86.1K 0.25% 73
2025
Q1
$507K Hold
3,031
0.4% 53
2024
Q4
$439K Buy
+3,031
New +$439K 0.33% 65