Roxbury 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
$888K Sell
6,201
-273
-4% -$39.1K 0.87% 32
2025
Q1
$1.03M Sell
6,474
-361
-5% -$57.3K 1% 30
2024
Q4
$1.11M Buy
+6,835
New +$1.11M 1.07% 27