Marshall Financial Group (Maryland)’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,454	Closed	-$243K	–	256
2025 Q1	$243K	Sell	1,454 -425	-23%	-$71.1K	0.05%	208
2024 Q4	$272K	Buy	1,879 +507	+37%	+$73.4K	0.07%	190
2024 Q3	$202K	Buy	+1,372	New	+$202K	0.05%	211