Wellspring Financial Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,051	Closed	-$368K	–	126
2022 Q4	$368K	Buy	+2,051	New	+$368K	0.12%	73
2022 Q2	–	Sell	-774	Closed	-$126K	–	112
2022 Q1	$126K	Buy	+774	New	+$126K	0.04%	122