Strategic Family Wealth Counselors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,703	Closed	-$285K	–	147
2025 Q1	$285K	Buy	1,703 +292	+21%	+$48.8K	0.09%	117
2024 Q4	$204K	Buy	+1,411	New	+$204K	0.07%	130