One Wealth Management Investment & Advisory Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,440
Closed -$225K 63
2024
Q2
$225K Buy
1,440
+95
+7% +$14.9K 0.09% 113
2024
Q1
$212K Buy
+1,345
New +$212K 0.09% 124