UP Strategic Wealth Investment Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Sell	1,785 -518	-22%	-$74.2K	0.2%	75
2025 Q1	$385K	Sell	2,303 -79	-3%	-$13.2K	0.34%	52
2024 Q4	$345K	Buy	2,382 +925	+63%	+$134K	0.35%	48
2024 Q3	$215K	Buy	+1,457	New	+$215K	0.24%	74