Flagship Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
7,316
-30
-0.4% -$4.3K 0.39% 45
2025
Q1
$1.23M Sell
7,346
-50
-0.7% -$8.36K 0.52% 36
2024
Q4
$1.07M Buy
+7,396
New +$1.07M 0.63% 29