Compass Financial Services’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17K	Buy	119 +1	+0.8%	+$143	0.01%	162
2025 Q1	$19.8K	Hold	118	–	–	0.01%	140
2024 Q4	$17.1K	Buy	+118	New	+$17.1K	0.01%	113