Rooted Wealth Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,987	Closed	-$287K	–	75
2023 Q3	$287K	Buy	1,987 +243	+14%	+$35.1K	0.18%	63
2023 Q2	$273K	Buy	1,744 +237	+16%	+$37.1K	0.18%	64
2023 Q1	$260K	Buy	+1,507	New	+$260K	0.19%	63