Dynamic Wealth Strategies’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$216K Sell
2025
Q1
$262K Sell
2024
Q4
$233K Sell
2024
Q3
$291K Sell
2024
Q2
$310K Sell
2024
Q1
$323K Buy
2023
Q4
$82.6K Buy