Sage Investment Counsel’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Hold
1,403
0.23% 107
2025
Q1
$235K Sell
1,403
-100
-7% -$16.7K 0.3% 92
2024
Q4
$218K Buy
+1,503
New +$218K 0.28% 96