DWA
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Dougherty Wealth Advisers’s Chevron CVX Stock Holding History

Dougherty Wealth Advisers’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20
Closed -$2.95K – 111
2024
Q3 		$2.95K Hold
20
– – ﹤0.01% 105
2024
Q2 		$3.13K Hold
20
– – ﹤0.01% 105
2024
Q1 		$3.16K Buy
+20
New +$3.16K ﹤0.01% 105