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Kaizen Financial Strategies’s Chevron CVX Stock Holding History

Kaizen Financial Strategies’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$231K Sell
1,610
-855
-35% -$122K 0.12% 133
2025
Q1 		$412K Buy
2,465
+179
+8% +$29.9K 0.24% 81
2024
Q4 		$331K Sell
2,286
-177
-7% -$25.6K 0.19% 92
2024
Q3 		$363K Buy
+2,463
New +$363K 0.21% 80