Prosperity Wealth Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,771	Closed	-$277K	–	199
2024 Q2	$277K	Buy	1,771 +348	+24%	+$54.4K	0.14%	137
2024 Q1	$224K	Buy	+1,423	New	+$224K	0.11%	134
2023 Q1	–	Sell	-25	Closed	-$4.49K	–	131
2022 Q4	$4.49K	Buy	+25	New	+$4.49K	﹤0.01%	128