Invenio Wealth Partners’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$706K Buy
2025
Q2
$581K Buy
2025
Q1
$236K Buy
2024
Q2
Sell
2024
Q1
$206K Buy
2023
Q4
Sell
2023
Q3
$211K Buy