PWM
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Partners Wealth Management’s Chevron CVX Stock Holding History

Partners 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 		$357K Hold
2,121
– – 0.41% 69
2025
Q1 		$355K Sell
2,121
-59
-3% -$9.87K 0.4% 70
2024
Q4 		$316K Buy
+2,180
New +$316K 0.36% 77