GEN Financial Management’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
-1,336
Closed -$224K 48
2025
Q1
$224K Sell
1,336
-107
-7% -$17.9K 0.15% 48
2024
Q4
$209K Buy
+1,443
New +$209K 0.14% 53