Consultiva Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.2K Hold
246
0.11% 110
2025
Q1
$41.2K Buy
246
+179
+267% +$29.9K 0.14% 99
2024
Q4
$9.7K Buy
+67
New +$9.7K 0.05% 129