RAM Investment Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,343
| Closed | -$212K | – | 88 |
|
|
2024
Q1 | $212K | Buy |
+1,343
| New | +$212K | 0.07% | 80 |
|
|
2023
Q4 | – | Sell |
-1,293
| Closed | -$218K | – | 66 |
|
|
2023
Q3 | $218K | Buy |
1,293
+21
| +2% | +$3.54K | 0.09% | 46 |
|
|
2023
Q2 | $200K | Buy |
+1,272
| New | +$200K | 0.08% | 50 |
|
|
2023
Q1 | – | Sell |
-1,365
| Closed | -$245K | – | 48 |
|
|
2022
Q4 | $245K | Buy |
+1,365
| New | +$245K | 0.15% | 43 |
|