Petros Family Wealth’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,578
Closed -$264K 132
2025
Q1
$264K Buy
1,578
+4
+0.3% +$669 0.29% 97
2024
Q4
$228K Buy
+1,574
New +$228K 0.25% 110