SIM
Seaview Investment Managers’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37,004
| Closed | -$6.04M | – | 102 |
|
|
2023
Q1 | $6.04M | Buy |
37,004
+2,362
| +7% | +$385K | 2.07% | 23 |
|
|
2022
Q4 | $6.22M | Sell |
34,642
-10,972
| -24% | -$1.97M | 2.49% | 16 |
|
|
2022
Q3 | $6.55M | Sell |
45,614
-1,534
| -3% | -$220K | 2.67% | 11 |
|
|
2022
Q2 | $6.83M | Buy |
47,148
+1,300
| +3% | +$188K | 3.07% | 8 |
|
|
2022
Q1 | $7.47M | Buy |
+45,848
| New | +$7.47M | 2.49% | 22 |
|