Stonebridge Financial Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$782K Sell
5,460
-406
-7% -$58.1K 0.08% 125
2025
Q1
$981K Buy
5,866
+22
+0.4% +$3.68K 0.1% 107
2024
Q4
$846K Buy
+5,844
New +$846K 0.09% 117