RFG - Bristol Wealth Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$804K	Sell	5,616 -1,531	-21%	-$219K	0.25%	81
2025 Q1	$1.2M	Sell	7,147 -380	-5%	-$63.6K	0.4%	55
2024 Q4	$1.09M	Buy	+7,527	New	+$1.09M	0.36%	65