WA
CVX icon

Whipplewood Advisors’s Chevron CVX Stock Holding History

Whipplewood Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$280K Sell
1,955
-118
-6% -$16.9K 0.15% 132
2025
Q1 		$344K Buy
2,073
+24
+1% +$3.99K 0.2% 106
2024
Q4 		$297K Buy
+2,049
New +$297K 0.17% 119