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Lifeworks Advisors’s Chevron CVX Stock Holding History

Lifeworks Advisors’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 		$388K Sell
2,712
-93
-3% -$13.3K 0.06% 226
2025
Q1 		$469K Buy
2,805
+305
+12% +$51K 0.08% 184
2024
Q4 		$362K Buy
2,500
+920
+58% +$133K 0.07% 205
2024
Q3 		$233K Buy
+1,580
New +$233K 0.05% 265