UWS
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Unique Wealth Strategies’s Chevron CVX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$617K Hold
3,913
0.29% 98
2024
Q1
$617K Buy
3,913
+1,461
+60% +$230K 0.3% 98
2023
Q4
$366K Buy
+2,452
New +$366K 0.24% 121