Redwood 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
2025 Q2	$244K	Buy	+1,707	New	+$244K	0.11%	159
2024 Q3	–	Sell	-1,029	Closed	-$161K	–	377
2024 Q2	$161K	Buy	+1,029	New	+$161K	0.12%	134