Cercano Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,407
| Closed | -$695K | – | 101 |
|
|
2024
Q1 | $695K | Hold |
4,407
| – | – | 0.02% | 93 |
|
|
2023
Q4 | $657K | Hold |
4,407
| – | – | 0.02% | 79 |
|
|
2023
Q3 | $743K | Hold |
4,407
| – | – | 0.03% | 91 |
|
|
2023
Q2 | $693K | Hold |
4,407
| – | – | 0.02% | 91 |
|
|
2023
Q1 | $719K | Hold |
4,407
| – | – | 0.03% | 86 |
|
|
2022
Q4 | $791K | Buy |
+4,407
| New | +$791K | 0.03% | 80 |
|