White Lighthouse Investment Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$238K Buy
1,661
+46
+3% +$6.59K 0.04% 129
2025
Q1
$270K Buy
1,615
+11
+0.7% +$1.84K 0.05% 117
2024
Q4
$232K Buy
1,604
+90
+6% +$13K 0.04% 126
2024
Q3
$223K Buy
+1,514
New +$223K 0.04% 125