Carr Financial Group’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,952	Closed	-$288K	–	169
2023 Q3	$288K	Hold	1,952	–	–	0.11%	128
2023 Q2	$307K	Buy	1,952 +47	+2%	+$7.4K	0.12%	129
2023 Q1	$311K	Hold	1,905	–	–	0.14%	126
2022 Q4	$342K	Buy	+1,905	New	+$342K	0.18%	110