Oakland Financial Corp’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$473K Hold
3,300
8.89% 5
2025
Q1
$552K Sell
3,300
-1,000
-23% -$167K 8.16% 4
2024
Q4
$623K Buy
+4,300
New +$623K 7.13% 5