VPWA
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Vestia Personal Wealth Advisors’s Chevron CVX Stock Holding History

Vestia Personal Wealth 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 		$310K Buy
2,166
+2
+0.1% +$286 0.21% 71
2025
Q1 		$362K Sell
2,164
-31
-1% -$5.19K 0.29% 52
2024
Q4 		$318K Buy
+2,195
New +$318K 0.26% 58