Longview Financial Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,564	Closed	-$230K	–	44
2024 Q3	$230K	Sell	1,564 -15	-0.9%	-$2.21K	0.17%	42
2024 Q2	$247K	Hold	1,579	–	–	0.19%	40
2024 Q1	$249K	Sell	1,579 -115	-7%	-$18.1K	0.19%	41
2023 Q4	$253K	Buy	+1,694	New	+$253K	0.2%	35