Fourth Dimension Wealth’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.7K Sell
270
-225
-45% -$32.2K 0.02% 258
2025
Q1
$82.8K Buy
495
+218
+79% +$36.5K 0.04% 183
2024
Q4
$40.1K Buy
+277
New +$40.1K 0.02% 247