CWA
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Crux Wealth Advisors’s Chevron CVX Stock Holding History

Crux Wealth Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,432
Closed -$240K – 170
2025
Q1 		$240K Sell
1,432
-87
-6% -$14.6K 0.12% 159
2024
Q4 		$220K Buy
+1,519
New +$220K 0.12% 142