OWP
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ORG Wealth Partners’s Chevron CVX Stock Holding History

ORG Wealth Partners’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 		$585K Sell
4,016
-2,470
-38% -$360K 0.14% 101
2025
Q1 		$1.09M Buy
6,486
+5,281
+438% +$890K 0.34% 55
2024
Q4 		$175K Sell
1,205
-27
-2% -$3.91K 0.05% 135
2024
Q3 		$182K Buy
+1,232
New +$182K 0.06% 129