Partners Capital Investment Group’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,516	Closed	-$375K	–	172
2023 Q4	$375K	Sell	2,516 -1,874	-43%	-$280K	0.01%	197
2023 Q3	$740K	Buy	4,390 +2,649	+152%	+$447K	0.02%	153
2023 Q2	$274K	Buy	+1,741	New	+$274K	0.01%	190