HIW
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Holos Integrated Wealth’s Chevron CVX Stock Holding History

Holos Integrated Wealth’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 		$412K Sell
2,659
-163
-6% -$25.3K 0.25% 44
2025
Q1 		$472K Hold
2,822
– – 0.31% 44
2024
Q4 		$409K Buy
+2,822
New +$409K 0.28% 41