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Flywheel Private Wealth’s Chevron CVX Stock Holding History

Flywheel Private Wealth’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$285K Buy
1,991
+80
+4% +$11.5K 0.23% 60
2025
Q1 		$320K Hold
1,911
– – 0.29% 56
2024
Q4 		$277K Buy
+1,911
New +$277K 0.25% 64