Vantage Financial Partners (Wisconsin)’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$289K	Buy	2,020 +99	+5%	+$14.2K	0.07%	155
2025 Q1	$321K	Sell	1,921 -3	-0.2%	-$502	0.08%	134
2024 Q4	$279K	Buy	+1,924	New	+$279K	0.07%	143