Claris Financial’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$661K	Buy	4,619 +1,035	+29%	+$148K	0.5%	56
2025 Q1	$519K	Hold	3,584	–	–	0.34%	74
2024 Q4	$519K	Buy	+3,584	New	+$519K	0.34%	74