Principia Wealth Advisory’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.73K Sell
54
-1
-2% -$143 0.01% 190
2025
Q1
$8.03K Buy
55
+13
+31% +$1.9K 0.01% 140
2024
Q4
$6.08K Buy
+42
New +$6.08K 0.01% 139