MWP
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Meriwether Wealth & Planning’s Chevron CVX Stock Holding History

Meriwether Wealth & Planning’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.16M Sell
8,098
-2,200
-21% -$315K 0.73% 25
2025
Q1 		$1.72M Buy
10,298
+3
+0% +$502 1.12% 16
2024
Q4 		$1.49M Buy
+10,295
New +$1.49M 1.06% 19