Heritage Wealth Management (California)’s Chevron CVX Stock Holding History

Heritage Wealth Management (California)’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Sell
2025 Q1	$310K	Buy
2024 Q4	$267K	Buy
2024 Q3	$263K	Sell
2024 Q2	$283K	Sell
2024 Q1	$298K	Sell
2023 Q4	$283K	Buy