Cassia Capital Partners’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,288	Closed	-$210K	–	65
2023 Q1	$210K	Sell	1,288 -37	-3%	-$6.04K	0.17%	72
2022 Q4	$238K	Buy	+1,325	New	+$238K	0.2%	65