Montag & Caldwell’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$143K	Hold	1,000	–	–	0.03%	90
2025 Q1	$167K	Hold	1,000	–	–	0.04%	89
2024 Q4	$145K	Buy	+1,000	New	+$145K	0.03%	95