Gunn & Company 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
Q3
$256K Sell
1,740
-13,603
-89% -$2M 0.18% 55
2024
Q2
$2.4M Buy
15,343
+13,603
+782% +$2.13M 0.14% 53
2024
Q1
$274K Sell
1,740
-13,859
-89% -$2.18M 0.21% 53
2023
Q4
$2.33M Buy
15,599
+13,859
+796% +$2.07M 0.15% 45
2023
Q3
$293K Buy
+1,740
New +$293K 0.26% 50