LeConte Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$326K Buy
2,275
+526
+30% +$75.3K 0.22% 61
2025
Q1
$293K Buy
+1,749
New +$293K 0.19% 42