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Orca Wealth Management’s Chevron CVX Stock Holding History

Orca Wealth Management’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 		$2.03M Sell
14,172
-71
-0.5% -$10.2K 1.71% 20
2025
Q1 		$2.38M Sell
14,243
-2
-0% -$335 2.13% 14
2024
Q4 		$2.06M Buy
+14,245
New +$2.06M 1.86% 15