EnRich Financial Partners’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-159	Closed	-$23K	–	89
2024 Q4	$23K	Buy	159 +64	+67%	+$9.27K	0.01%	134
2024 Q3	$14K	Hold	95	–	–	﹤0.01%	158
2024 Q2	$14.9K	Hold	95	–	–	0.01%	159
2024 Q1	$15K	Buy	+95	New	+$15K	0.01%	144