Coordinated 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	$347K	Buy	2,422 +42	+2%	+$6.01K	0.24%	109
2025 Q1	$398K	Buy	2,380 +5	+0.2%	+$836	0.31%	91
2024 Q4	$344K	Buy	+2,375	New	+$344K	0.27%	99
2024 Q2	$424K	Buy	2,708 +7	+0.3%	+$1.1K	0.36%	77
2024 Q1	$426K	Buy	+2,701	New	+$426K	0.37%	77