CWM
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Centricity Wealth Management’s Chevron CVX Stock Holding History

Centricity Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$176K Buy
1,229
+4
+0.3% +$573 0.14% 81
2025
Q1 		$205K Sell
1,225
-35
-3% -$5.86K 0.19% 70
2024
Q4 		$183K Buy
+1,260
New +$183K 0.17% 78