IRON Financial’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
1,405
+7
+0.5% +$1K 0.1% 120
2025
Q1
$234K Buy
+1,398
New +$234K 0.13% 93