Peterson Wealth Services’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$214K Sell
1,492
-123
-8% -$17.6K 0.06% 115
2025
Q1
$270K Buy
1,615
+4
+0.2% +$669 0.08% 111
2024
Q4
$233K Buy
1,611
+14
+0.9% +$2.03K 0.07% 111
2024
Q3
$235K Buy
+1,597
New +$235K 0.08% 113