Rossby Financial’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Buy
5,159
+165
+3% +$23.6K 0.27% 66
2025
Q1
$693K Buy
4,994
+1,701
+52% +$236K 0.29% 65
2024
Q4
$477K Buy
+3,293
New +$477K 0.3% 84