West Wealth Group’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$244K	Buy	+1,598	New	+$244K	0.06%	98
2025 Q1	–	Sell	-1,796	Closed	-$260K	–	98
2024 Q4	$260K	Buy	1,796 +26	+1%	+$3.77K	0.08%	76
2024 Q3	$261K	Buy	+1,770	New	+$261K	0.08%	72