Lifestyle Asset Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,312	Closed	-$221K	–	99
2023 Q3	$221K	Buy	1,312 +13	+1%	+$2.19K	0.13%	69
2023 Q2	$204K	Buy	1,299 +45	+4%	+$7.08K	0.12%	86
2023 Q1	$205K	Buy	+1,254	New	+$205K	0.14%	76