RWM
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Rialto Wealth Management’s Chevron CVX Stock Holding History

Rialto Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$236K Sell
1,650
-716
-30% -$103K 0.07% 136
2025
Q1 		$396K Sell
2,366
-688
-23% -$115K 0.12% 106
2024
Q4 		$442K Buy
+3,054
New +$442K 0.15% 95