Wisconsin Wealth Advisors’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Buy
3,708
+691
+23% +$99K 0.61% 58
2025
Q1
$505K Sell
3,017
-104
-3% -$17.4K 0.72% 43
2024
Q4
$452K Buy
+3,121
New +$452K 0.67% 44