WSA
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Warm Springs Advisors’s Chevron CVX Stock Holding History

Warm Springs 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 		$560K Hold
3,911
– – 0.48% 37
2025
Q1 		$654K Buy
3,911
+212
+6% +$35.5K 0.66% 36
2024
Q4 		$536K Buy
+3,699
New +$536K 0.5% 39