Liberty Square Wealth Partners’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$377K Sell
2,632
-69
-3% -$9.88K 0.13% 95
2025
Q1
$452K Sell
2,701
-8
-0.3% -$1.34K 0.17% 81
2024
Q4
$421K Buy
+2,709
New +$421K 0.15% 88