Chancellor Financial Group WB’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$697K Buy
4,870
+613
+14% +$87.8K 0.54% 42
2025
Q1
$712K Sell
4,257
-105
-2% -$17.6K 0.59% 41
2024
Q4
$632K Buy
+4,362
New +$632K 0.51% 43