PUREfi Wealth’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$410K Buy
2,864
+710
+33% +$102K 0.33% 83
2025
Q1
$360K Sell
2,154
-58
-3% -$9.7K 0.36% 82
2024
Q4
$320K Buy
+2,212
New +$320K 0.31% 91