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McCarter Private Wealth Services’s Chevron CVX Stock Holding History

McCarter Private Wealth Services’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 		$2.89M Sell
20,149
-1,251
-6% -$179K 1.65% 21
2025
Q1 		$3.58M Sell
21,400
-92
-0.4% -$15.4K 2.35% 12
2024
Q4 		$3.11M Sell
21,492
-301
-1% -$43.6K 1.97% 17
2024
Q3 		$3.21M Buy
+21,793
New +$3.21M 2.03% 15