Caerus Investment Advisors’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,011	Closed	-$361K	–	50
2022 Q4	$361K	Sell	2,011 -1,000	-33%	-$179K	0.55%	27
2022 Q3	$433K	Buy	3,011 +500	+20%	+$71.9K	0.55%	26
2022 Q2	$364K	Hold	2,511	–	–	0.44%	40
2022 Q1	$400K	Buy	+2,511	New	+$400K	0.48%	33