Putney Financial Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$169K Sell
1,179
-350
-23% -$50.1K 0.17% 68
2025
Q1
$256K Sell
1,529
-1,114
-42% -$186K 0.27% 60
2024
Q4
$383K Buy
+2,643
New +$383K 0.34% 47