Mittelman Wealth Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,890	Closed	-$1.23M	–	39
2024 Q2	$1.23M	Sell	7,890 -132	-2%	-$20.6K	0.8%	30
2024 Q1	$1.27M	Buy	+8,022	New	+$1.27M	0.86%	30