Keener Financial Planning’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-59	Closed	-$8K	–	175
2024 Q3	$8K	Sell	59 -72	-55%	-$9.76K	0.01%	139
2024 Q2	$20K	Sell	131 -46	-26%	-$7.02K	0.01%	112
2024 Q1	$28K	Sell	177 -190	-52%	-$30.1K	0.02%	110
2023 Q4	$55K	Buy	+367	New	+$55K	0.04%	89