PWM
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Puff Wealth Management’s Chevron CVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
2,214
-171
-7% -$24.5K 0.23% 47
2025
Q1
$399K Hold
2,385
0.37% 40
2024
Q4
$345K Buy
+2,385
New +$345K 0.6% 42