Safe Harbor Fiduciary’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Buy	7,881 +906	+13%	+$130K	1.06%	30
2025 Q1	$1.17M	Sell	6,975 -27	-0.4%	-$4.52K	1.21%	24
2024 Q4	$1.01M	Buy	7,002 +60	+0.9%	+$8.69K	1.03%	22
2024 Q3	$1.02M	Buy	+6,942	New	+$1.02M	0.96%	25