MorganRosel Wealth Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$75.6K	Hold	528	–	–	0.02%	156
2025 Q1	$88.3K	Buy	+528	New	+$88.3K	0.03%	140
2023 Q2	–	Sell	-5,473	Closed	-$893K	–	97
2023 Q1	$893K	Buy	5,473 +4,094	+297%	+$668K	0.38%	49
2022 Q4	$248K	Buy	+1,379	New	+$248K	0.11%	85