Milestone Investment Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,464	Closed	-$753K	–	201
2023 Q3	$753K	Buy	+4,464	New	+$753K	0.21%	51
2023 Q2	–	Sell	-4,495	Closed	-$733K	–	196
2023 Q1	$733K	Buy	+4,495	New	+$733K	0.23%	45