Wealth Preservation Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.2K Sell
455
-34
-7% -$4.87K 0.04% 169
2025
Q1
$81.8K Buy
+489
New +$81.8K 0.06% 135