Carbahal Olsen Financial Services Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Hold
1,723
0.21% 33
2025
Q1
$288K Hold
1,723
0.27% 26
2024
Q4
$250K Buy
+1,723
New +$250K 0.23% 30