Clayton Financial Group’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	-1,702	Closed	-$285K	–	45
2025 Q1	$285K	Buy	1,702 +75	+5%	+$12.5K	0.1%	91
2024 Q4	$236K	Hold	1,627	–	–	0.08%	110
2024 Q3	$240K	Buy	+1,627	New	+$240K	0.09%	105