Retirement Planning Group (New York)’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$324K	Buy	2,259 +416	+23%	+$59.6K	0.28%	57
2025 Q1	$308K	Buy	1,843 +59	+3%	+$9.87K	0.31%	52
2024 Q4	$258K	Buy	+1,784	New	+$258K	0.28%	55