Innovis Asset 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
$6.1M Sell
36,188
-860
-2% -$145K 2.35% 17
2023
Q2
$5.83M Sell
37,048
-306
-0.8% -$48.1K 2.15% 16
2023
Q1
$6.09M Buy
37,354
+225
+0.6% +$36.7K 2.47% 11
2022
Q4
$6.66M Buy
+37,129
New +$6.66M 3.01% 7