Tandem Financial’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$202K Buy
1,413
+1
+0.1% +$143 0.19% 48
2025
Q1
$236K Buy
1,412
+1
+0.1% +$167 0.26% 45
2024
Q4
$204K Buy
+1,411
New +$204K 0.22% 47