WWA
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Wingate Wealth Advisors’s Chevron CVX Stock Holding History

Wingate Wealth Advisors’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.15M Buy
8,054
+414
+5% +$59.3K 1.03% 38
2025
Q1 		$1.28M Hold
7,640
– – 1.47% 28
2024
Q4 		$1.11M Buy
+7,640
New +$1.11M 1.09% 27