Marshall & Sterling Wealth Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$49.7K	Buy	348 +1	+0.3%	+$143	0.03%	162
2025 Q1	$58.1K	Buy	+347	New	+$58.1K	0.04%	137