Cherrydale Wealth Management’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	-1,461	Closed	-$244K	–	78
2025 Q1	$244K	Buy	+1,461	New	+$244K	0.1%	56
2024 Q3	–	Sell	-1,651	Closed	-$258K	–	73
2024 Q2	$258K	Buy	1,651 +237	+17%	+$37.1K	0.11%	51
2024 Q1	$223K	Buy	+1,414	New	+$223K	0.1%	54