Spartan Planning & Wealth Management’s Chevron CVX Stock Holding History

Spartan Planning & Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$601K	Buy
2025 Q2	–	Sell
2025 Q1	$484K	Buy
2023 Q4	–	Sell
2023 Q3	$82.8K	Buy
2022 Q4	$217K	Buy
2022 Q3	$118K	Sell
2022 Q2	$145K	Buy
2022 Q1	$107K	Buy