Park Square Financial Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
874
-93
-10% -$13.3K 0.09% 167
2025
Q1
$162K Buy
967
+258
+36% +$43.2K 0.13% 109
2024
Q4
$103K Buy
+709
New +$103K 0.07% 176