SWP
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Sagespring Wealth Partners’s Chevron CVX Stock Holding History

Sagespring Wealth Partners’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.95M Sell
34,592
-4,239
-11% -$607K 0.11% 102
2025
Q1 		$6.5M Buy
38,831
+8,234
+27% +$1.38M 0.16% 73
2024
Q4 		$4.43M Buy
+30,597
New +$4.43M 0.12% 87