Comprehensive Financial Planning’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$179K Buy
1,247
+9
+0.7% +$1.29K 0.14% 101
2025
Q1
$207K Buy
1,238
+8
+0.7% +$1.34K 0.2% 80
2024
Q4
$178K Buy
+1,230
New +$178K 0.15% 92