GWN Securities’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Sell
8,121
-42,790
-84% -$6.14M 0.22% 103
2025
Q1
$7.47M Buy
50,911
+9,157
+22% +$1.34M 0.42% 48
2024
Q4
$6.49M Buy
+41,754
New +$6.49M 1.74% 7