Oxford Wealth Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.19M Sell
8,209
-220
-3% -$31.9K 0.77% 30
2024
Q3
$1.24M Sell
8,429
-1,537
-15% -$226K 1.01% 27
2024
Q2
$1.56M Buy
9,966
+3,157
+46% +$494K 1.07% 26
2024
Q1
$1.07M Buy
+6,809
New +$1.07M 0.98% 28