OFO
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OneAscent Family Office’s Chevron CVX Stock Holding History

OneAscent Family Office’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$427K Sell
2,982
-1,916
-39% -$274K 0.4% 60
2025
Q1 		$820K Buy
4,898
+2,567
+110% +$430K 0.76% 38
2024
Q4 		$338K Buy
+2,331
New +$338K 0.61% 40