West Financial Advisors’s Chevron CVX Stock Holding History

West Financial Advisors’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$138K	Hold
2025 Q2	$127K	Hold
2025 Q1	$148K	Buy
2023 Q4	–	Sell
2023 Q3	$14.7K	Buy
2023 Q2	–	Sell
2023 Q1	$6.54K	Buy
2022 Q2	–	Sell
2022 Q1	$7K	Buy