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Shira Ridge Wealth Management’s Chevron CVX Stock Holding History

Shira Ridge Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$308K Buy
2,150
+789
+58% +$113K 0.14% 63
2025
Q1 		$228K Sell
1,361
-254
-16% -$42.5K 0.11% 69
2024
Q4 		$234K Sell
1,615
-39
-2% -$5.65K 0.11% 69
2024
Q3 		$244K Sell
1,654
-424
-20% -$62.4K 0.12% 69
2024
Q2 		$325K Buy
+2,078
New +$325K 0.18% 62