Total Wealth Planning & Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.15M	Buy	8,800 +1,512	+21%	+$197K	0.93%	21
2025 Q1	$1.22M	Buy	7,288 +3,687	+102%	+$617K	1.16%	15
2024 Q4	$522K	Buy	+3,601	New	+$522K	0.47%	59