SC&H Financial Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,273	Closed	-$215K	–	141
2023 Q3	$215K	Hold	1,273	–	–	0.07%	124
2023 Q2	$200K	Buy	+1,273	New	+$200K	0.07%	135