Steward Partners Investment Solutions’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$3.23M Buy
20,488
+12,764
+165% +$2.01M 0.54% 43
2023
Q4
$1.15M Buy
+7,724
New +$1.15M 0.48% 51