CFC Planning Company’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,728
Closed -$1.96M 91
2025
Q1
$1.96M Buy
11,728
+1,686
+17% +$282K 2.15% 16
2024
Q4
$1.45M Buy
+10,042
New +$1.45M 1.56% 30