LKWM
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Lee-Kelleher Wealth Management’s Chevron CVX Stock Holding History

Lee-Kelleher Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$287K Sell
2,005
-424
-17% -$60.7K 0.19% 31
2025
Q1 		$406K Hold
2,429
– – 0.3% 27
2024
Q4 		$352K Buy
+2,429
New +$352K 0.25% 30