Clear Rock Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$758K Hold
4,844
0.32% 48
2024
Q1
$764K Buy
4,844
+9
+0.2% +$1.42K 0.33% 47
2023
Q4
$730K Buy
+4,835
New +$730K 0.33% 46