UFA
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Uptown Financial Advisors’s Chevron CVX Stock Holding History

Uptown Financial Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,345
Closed -$225K – 71
2025
Q1 		$225K Buy
+1,345
New +$225K 0.23% 64