Northwest Financial Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$287K Sell
2024
Q4
$250K Buy
2024
Q3
$235K Buy
2024
Q2
$249K Sell
2024
Q1
$260K Sell
2023
Q4
$252K Buy