SA
SRN Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,302
| Closed | -$725K | – | 95 |
|
|
2023
Q3 | $725K | Sell |
4,302
-16
| -0.4% | -$2.7K | 0.72% | 77 |
|
|
2023
Q2 | $679K | Sell |
4,318
-130
| -3% | -$20.5K | 0.6% | 82 |
|
|
2023
Q1 | $722K | Sell |
4,448
-91
| -2% | -$14.8K | 0.66% | 83 |
|
|
2022
Q4 | $815K | Buy |
+4,539
| New | +$815K | 0.81% | 62 |
|