Evelyn Partners Investment Management Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$372K Sell
185
-7,299
-98% -$14.7M 0.05% 87
2025
Q1
$316K Buy
+7,484
New +$316K 0.05% 82