True Capital Management’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
$310K Buy
1,900
+374
+25% +$62.7K 0.21% 92
2022
Q4
$274K Buy
+1,526
New +$266K 0.22% 97

Other funds holding CVX

True Capital Management's CVX Position: Q1 2023 in Review

True Capital Management increased its Chevron (CVX) stake by 25% in Q1 2023, buying an estimated $62.7K and bringing the position to 1,900 shares worth $310K. The position accounts for 0.21% of the portfolio, ranked #92.

True Capital Management first reported a position in CVX in Q4 2022 and has held it in 2 quarters since. 3,265 funds tracked by Wall St. Rank hold CVX as of Q1 2023.

  • True Capital Management held 1,900 shares of Chevron worth $310K as of Q1 2023.
  • True Capital Management bought 374 Chevron shares in Q1 2023, an estimated $62.7K.
  • Chevron made up 0.21% of True Capital Management's portfolio in Q1 2023, its #92 holding.
  • True Capital Management first reported a position in Chevron in Q4 2022 and has held it in 2 quarters since.
  • 3,265 funds tracked by Wall St. Rank held Chevron as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.