Tru Independence Asset Management 2’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$410K Buy
+2,515
New +$422K 0.41% 47
2021
Q1
Sell
-479
Closed -$40K 173
2020
Q4
$40K Buy
+479
New +$38.8K 0.03% 197

Other funds holding CVX

Tru Independence Asset Management 2's CVX Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in Chevron (CVX) in Q1 2023: 2,515 shares worth $410K. The stake represents 0.41% of the portfolio and ranks #47 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in CVX as recently as Q4 2020.

Tru Independence Asset Management 2 first reported a position in CVX in Q4 2020 and has held it in 2 quarters since. 3,266 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

  • Tru Independence Asset Management 2 held 2,515 shares of Chevron worth $410K as of Q1 2023.
  • Chevron was a new Tru Independence Asset Management 2 position in Q1 2023.
  • Chevron made up 0.41% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #47 holding.
  • Tru Independence Asset Management 2 first reported a position in Chevron in Q4 2020 and has held it in 2 quarters since.
  • 3,266 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.