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Guardian Partners’s Chevron CVX Stock Holding History

Guardian Partners’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 		$10.4M Sell
68,015
-320
-0.5% -$49K 0.94% 34
2025
Q1 		$9.34M Sell
68,335
-521
-0.8% -$71.2K 0.97% 35
2024
Q4 		$10.3M Buy
+68,856
New +$10.3M 1.05% 33