CPWM
Cypress Point Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-250
| Closed | -$25K | – | 58 |
|
|
2021
Q3 | $25K | Sell |
250
-229
| -48% | -$22.9K | 0.02% | 82 |
|
|
2021
Q2 | $50K | Buy |
479
+229
| +92% | +$23.9K | 0.04% | 61 |
|
|
2021
Q1 | $26K | Sell |
250
-2,420
| -91% | -$252K | 0.03% | 53 |
|
|
2020
Q4 | $225K | Buy |
+2,670
| New | +$225K | 0.34% | 78 |
|