SWM
CVX icon

SpringVest Wealth Management’s Chevron CVX Stock Holding History

SpringVest Wealth Management’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$260K Sell
1,814
-51
-3% -$7.3K 0.21% 57
2025
Q1 		$312K Hold
1,865
– – 0.26% 48
2024
Q4 		$270K Buy
+1,865
New +$270K 0.23% 48