WF
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Warner Financial’s Chevron CVX Stock Holding History

Warner Financial’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
-1,327
Closed -$222K – 116
2025
Q1 		$222K Buy
+1,327
New +$222K 0.1% 109