Talon Private Wealth’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
2,039
+254
+14% +$36.4K 0.04% 150
2025
Q1
$299K Buy
1,785
+324
+22% +$54.2K 0.04% 137
2024
Q4
$212K Sell
1,461
-87
-6% -$12.6K 0.04% 126
2024
Q3
$228K Buy
+1,548
New +$228K 0.05% 82