Shum Financial Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$724K Buy
4,326
+7
+0.2% +$1.17K 0.63% 51
2024
Q4
$626K Buy
4,319
+72
+2% +$10.4K 0.54% 58
2024
Q3
$652K Buy
+4,247
New +$652K 0.54% 63