SRAM
Spouting Rock Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $585K | Sell |
3,922
-4,000
| -50% | -$597K | 0.21% | 78 |
|
|
2023
Q3 | $1.34M | Buy |
7,922
+2,003
| +34% | +$338K | 0.43% | 39 |
|
|
2023
Q2 | $931K | Hold |
5,919
| – | – | 0.34% | 67 |
|
|
2023
Q1 | $966K | Hold |
5,919
| – | – | 0.34% | 64 |
|
|
2022
Q4 | $1.06M | Hold |
5,919
| – | – | 0.79% | 48 |
|
|
2022
Q3 | $850K | Sell |
5,919
-2,655
| -31% | -$381K | 0.65% | 55 |
|
|
2022
Q2 | $1.24M | Buy |
+8,574
| New | +$1.24M | 0.81% | 46 |
|