Yoffe 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
$426K Buy
2,972
+1
+0% +$143 0.58% 64
2025
Q1
$497K Hold
2,971
0.73% 50
2024
Q4
$430K Buy
+2,971
New +$430K 0.64% 55