Chevron
target weight4.18%
directionLong
roleAlternate Vehicle
4.18% long, up from 3.93% (6.4%). The energy thesis step plus an alignment firming to 0.83 as 
CVX rose 8.0% and stopped lagging crude.
vs 1.1.6+0.00 —
Theses funding this position
Every thesis whose alignment contributed weight here; edge weight is the thesis own confidence.
- held security
Chevron- holding direction
Long- holding role
Alternate Vehicle- serves thesis
Persistent energy premium