Squire Investment Management Company’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$239K Sell
1,669
-62
-4% -$8.88K 0.09% 64
2025
Q1
$290K Buy
1,731
+48
+3% +$8.03K 0.12% 54
2024
Q4
$244K Buy
1,683
+268
+19% +$38.8K 0.11% 62
2024
Q3
$208K Buy
+1,415
New +$208K 0.1% 61