J. Safra Sarasin Holding’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$953K	Hold	6,658	–	–	0.02%	307
2025 Q1	$1.11M	Sell	6,658 -283	-4%	-$47.3K	0.02%	303
2024 Q4	$1.01M	Sell	6,941 -425	-6%	-$61.6K	0.02%	329
2024 Q3	$1.08M	Sell	7,366 -802	-10%	-$118K	0.02%	318
2024 Q2	$1.28M	Buy	+8,168	New	+$1.28M	0.02%	303