Avanda Investment Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-14,626
Closed -$2.15M 30
2024
Q3
$2.15M Sell
14,626
-14,232
-49% -$2.1M 0.42% 39
2024
Q2
$4.51M Sell
28,858
-7,410
-20% -$1.16M 0.68% 38
2024
Q1
$5.72M Buy
+36,268
New +$5.72M 0.77% 41