FWM
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FFT Wealth Management’s Chevron CVX Stock Holding History

FFT Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,547
Closed -$162K – 135
2021
Q2 		$162K Buy
+1,547
New +$163K 0.04% 80
2017
Q3 		– Sell
-4,500
Closed -$469K – 39
2017
Q2 		$469K Buy
+4,500
New +$477K 0.15% 51

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Bank of America
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Geode Capital Management
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Capital Research Global Investors
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