Provence Wealth Management Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$599K Buy
4,016
+29
+0.7% +$4.33K 0.32% 70
2023
Q3
$672K Buy
3,987
+452
+13% +$76.2K 0.41% 54
2023
Q2
$556K Sell
3,535
-49
-1% -$7.71K 0.33% 63
2023
Q1
$585K Buy
3,584
+637
+22% +$104K 0.39% 60
2022
Q4
$529K Buy
+2,947
New +$529K 0.43% 53