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SoundView Advisors’s Chevron CVX Stock Holding History

SoundView Advisors’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 		$389K Buy
2,723
+93
+4% +$13.3K 0.14% 26
2025
Q1 		$439K Buy
2,630
+152
+6% +$25.4K 0.18% 26
2024
Q4 		$358K Buy
+2,478
New +$358K 0.15% 28