Fairhaven Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,899
Closed -$1.71M 119
2023
Q2
$1.71M Buy
+10,899
New +$1.71M 0.66% 34
2022
Q4
$1.77M Buy
+9,842
New +$1.77M 0.75% 34