QTR Family 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	$801K	Buy	5,594 +1,169	+26%	+$167K	0.5%	45
2025 Q1	$740K	Buy	+4,425	New	+$740K	0.56%	43