CPWMP
CVX icon

Cardinal Point Wealth Management Partners’s Chevron CVX Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		$289K Sell
1,773
-79
-4% -$12.9K 0.09% 64
2022
Q4 		$332K Buy
+1,852
New +$332K 0.11% 52