Cypress Point Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$258K Buy
2021
Q4
Sell
2021
Q3
$25K Sell
2021
Q2
$50K Buy
2021
Q1
$26K Sell
2020
Q4
$225K Buy