Wolf Group Capital Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$231K	Buy	+1,382	New	+$231K	0.08%	152
2016 Q1	–	Sell	-58,735	Closed	-$2.35M	–	109
2015 Q4	$2.35M	Sell	58,735 -20,750	-26%	-$831K	1.75%	18
2015 Q3	$2.88M	Sell	79,485 -1,350	-2%	-$48.9K	2.31%	6
2015 Q2	$3.16M	Buy	+80,835	New	+$3.16M	2.1%	8