LFS

Legacy Financial Strategies’s Chevron CVX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$255K	Buy	+1,784	New	+$255K	0.05%	112
2025 Q1	–	Sell	-1,869	Closed	-$274K	–	123
2024 Q4	$274K	Buy	1,869 +63	+3%	+$9.25K	0.06%	95
2024 Q3	$266K	Buy	+1,806	New	+$266K	0.06%	97