Twin Focus Capital Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,803
| Closed | -$441K | – | 181 |
|
|
2023
Q2 | $441K | Buy |
2,803
+142
| +5% | +$22.3K | 0.09% | 121 |
|
|
2023
Q1 | $434K | Sell |
2,661
-119
| -4% | -$19.4K | 0.09% | 118 |
|
|
2022
Q4 | $499K | Buy |
2,780
+128
| +5% | +$23K | 0.1% | 103 |
|
|
2022
Q3 | $381K | Sell |
2,652
-2
| -0.1% | -$287 | 0.09% | 115 |
|
|
2022
Q2 | $384K | Sell |
2,654
-108
| -4% | -$15.6K | 0.09% | 121 |
|
|
2022
Q1 | $450K | Sell |
2,762
-297
| -10% | -$48.4K | 0.09% | 117 |
|
|
2021
Q4 | $359K | Buy |
+3,059
| New | +$359K | 0.07% | 143 |
|