Legacy Wealth Management (Idaho)’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.87K Hold
41
﹤0.01% 373
2025
Q1
$6.86K Hold
41
﹤0.01% 382
2024
Q4
$6.26K Sell
41
-142
-78% -$21.7K ﹤0.01% 346
2024
Q3
$29K Buy
+183
New +$29K 0.02% 163