PWM
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Pines Wealth Management’s Chevron CVX Stock Holding History

Pines Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.17M Buy
7,884
+76
+1% +$11.3K 0.41% 59
2025
Q1 		$1.07M Buy
7,808
+253
+3% +$34.6K 0.49% 49
2024
Q4 		$1.16M Buy
+7,555
New +$1.16M 0.5% 50