Strategic Planning Group’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,565	Closed	-$1.35M	–	83
2024 Q1	$1.35M	Buy	8,565 +1,312	+18%	+$207K	0.34%	79
2023 Q4	$1.08M	Buy	+7,253	New	+$1.08M	0.36%	73