Cardinal Point Capital Management’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	+3,550	New	+$508K	0.04%	144
2023 Q2	–	Sell	-1,773	Closed	-$289K	–	71
2023 Q1	$289K	Sell	1,773 -79	-4%	-$12.9K	0.09%	64
2022 Q4	$332K	Buy	+1,852	New	+$332K	0.11%	52