MWM
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MOKAN Wealth Management’s Chevron CVX Stock Holding History

MOKAN Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$272K Buy
1,901
+69
+4% +$9.88K 0.15% 74
2025
Q1 		$306K Sell
1,832
-20
-1% -$3.35K 0.18% 70
2024
Q4 		$268K Buy
+1,852
New +$268K 0.17% 69