Gallagher Capital 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
Sell
-1,615
Closed -$270K 62
2025
Q1
$270K Sell
1,615
-71
-4% -$11.9K 0.21% 56
2024
Q4
$244K Buy
+1,686
New +$244K 0.18% 58