Cherry Tree Wealth Management’s Chevron CVX Stock Holding History

Cherry Tree Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$87.6K	Sell
2025 Q1	$111K	Buy
2024 Q4	$90.5K	Sell
2024 Q3	$95.7K	Hold
2024 Q2	$102K	Sell
2024 Q1	$105K	Buy
2023 Q4	$93.2K	Hold
2023 Q3	$105K	Hold
2023 Q2	$98.3K	Buy