RF&L Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Sell
2025
Q2
$235K Sell
2025
Q1
$289K Hold
2024
Q4
$250K Hold
2024
Q3
$254K Hold
2024
Q2
$270K Hold
2024
Q1
$272K Buy
2023
Q4
$254K Hold
2023
Q3
$287K Hold
2023
Q2
$267K Hold
2023
Q1
$277K Hold
2022
Q4
$305K Buy