McClarren 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 Q1	–	Sell	-148	Closed	-$22K	–	363
2023 Q4	$22K	Buy	148 +48	+48%	+$7.14K	0.02%	224
2023 Q3	$16K	Hold	100	–	–	0.01%	234
2023 Q2	$15K	Buy	+100	New	+$15K	0.01%	239