Evelyn Partners Investment Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.9M	Buy	88,593 +88,140	+19,457%	+$11.9M	0.49%	40
2025 Q1	$14.7M	Buy	+453	New	+$14.7M	0.67%	35