CWM
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Copia Wealth Management’s Chevron CVX Stock Holding History

Copia Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$78.6K Buy
549
+11
+2% +$1.58K 0.07% 136
2025
Q1 		$90K Sell
538
-426
-44% -$71.3K 0.08% 126
2024
Q4 		$140K Buy
+964
New +$140K 0.13% 97