EFG
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Ehrlich Financial Group’s Chevron CVX Stock Holding History

Ehrlich Financial Group’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
-1,263
Closed -$211K – 111
2025
Q1 		$211K Buy
+1,263
New +$211K 0.15% 96