Source Financial Advisors’s Chevron CVX Stock Holding History

Source Financial Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$293K	Sell
2024 Q2	$338K	Buy
2024 Q1	$325K	Buy
2023 Q4	$305K	Sell
2023 Q3	$376K	Buy
2023 Q2	$331K	Buy
2023 Q1	$323K	Buy
2022 Q4	$347K	Buy
2022 Q3	$235K	Buy
2022 Q2	$221K	Sell
2022 Q1	$252K	Buy