Grant Private Wealth 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
$2.56M Buy
17,909
+15,648
+692% +$2.24M 1.45% 25
2025
Q1
$378K Buy
2,261
+264
+13% +$44.2K 0.41% 72
2024
Q4
$289K Buy
+1,997
New +$289K 0.31% 86