Centerpoint Advisory Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$911K Sell
6,362
-114
-2% -$16.3K 0.79% 33
2025
Q1
$1.08M Buy
6,476
+12
+0.2% +$2.01K 1.07% 28
2024
Q4
$936K Buy
+6,464
New +$936K 0.91% 32