Riverbend Wealth Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$552K Sell
3,852
-2,489
-39% -$356K 0.42% 70
2025
Q1
$1.06M Buy
6,341
+367
+6% +$61.4K 0.95% 30
2024
Q4
$869K Buy
+5,974
New +$869K 0.77% 38