Chico Wealth RIA’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,424
Closed -$362K 32
2023
Q4
$362K Hold
2,424
0.38% 21
2023
Q3
$409K Buy
+2,424
New +$409K 0.49% 15