Optivise Advisory Services’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,641	Closed	-$274K	–	211
2025 Q1	$274K	Buy	1,641 +160	+11%	+$26.8K	0.15%	136
2024 Q4	$215K	Sell	1,481 -249	-14%	-$36.1K	0.12%	164
2024 Q3	$255K	Sell	1,730 -841	-33%	-$124K	0.13%	139
2024 Q2	$402K	Buy	+2,571	New	+$402K	0.22%	99