Heritage Oak Wealth Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,447	Closed	-$210K	–	73
2024 Q4	$210K	Buy	+1,447	New	+$210K	0.1%	72
2024 Q3	–	Sell	-3,136	Closed	-$491K	–	164
2024 Q2	$491K	Buy	+3,136	New	+$491K	0.25%	57