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Genesis Private Wealth’s Chevron CVX Stock Holding History

Genesis 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 		$281K Buy
1,963
+101
+5% +$14.5K 0.13% 99
2025
Q1 		$311K Buy
1,862
+45
+2% +$7.53K 0.17% 79
2024
Q4 		$263K Buy
+1,817
New +$263K 0.15% 92