Winthrop Capital 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	$828K	Sell	5,784 -602	-9%	-$86.2K	0.21%	77
2025 Q1	$1.07M	Buy	6,386 +159	+3%	+$26.6K	0.29%	68
2024 Q4	$891K	Buy	+6,227	New	+$891K	0.24%	77
2024 Q1	–	Sell	-5,668	Closed	-$845K	–	180
2023 Q4	$845K	Buy	+5,668	New	+$845K	0.28%	76