Watts Gwilliam & Co’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$594K Buy
3,553
+339
+11% +$56.7K 0.13% 115
2024
Q4
$481K Sell
3,214
-820
-20% -$123K 0.1% 128
2024
Q3
$600K Buy
+4,034
New +$600K 0.13% 111
2024
Q1
$458K Buy
+2,798
New +$458K 0.14% 116