Uniting Wealth Partners’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$840K Buy
5,864
+405
+7% +$58K 0.32% 41
2025
Q1
$913K Sell
5,459
-1
-0% -$167 0.46% 30
2024
Q4
$791K Buy
+5,460
New +$791K 0.38% 33