Cary Street Partners’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11M Sell
76,926
-8,602
-10% -$1.23M 0.31% 80
2025
Q1
$14.3M Buy
85,528
+21,856
+34% +$3.66M 0.45% 56
2024
Q4
$9.22M Buy
+63,672
New +$9.22M 0.3% 88