Harvest Volatility Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,106
Closed -$961K 42
2023
Q2
$961K Buy
6,106
+78
+1% +$12.3K 0.19% 97
2023
Q1
$979K Sell
6,028
-421
-7% -$68.4K 0.2% 100
2022
Q4
$1.16M Sell
6,449
-1,337
-17% -$240K 0.23% 93
2022
Q3
$1.13M Sell
7,786
-633
-8% -$91.6K 0.19% 97
2022
Q2
$1.22M Buy
8,419
+914
+12% +$132K 0.2% 99
2022
Q1
$1.22M Buy
7,505
+4,332
+137% +$705K 0.14% 108
2021
Q4
$372 Buy
+3,173
New +$372 ﹤0.01% 134