Berman Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $595K | Buy |
5,877
+1,169
| +25% | +$118K | 0.09% | 113 |
|
|
2021
Q2 | $492K | Buy |
4,708
+998
| +27% | +$104K | 0.08% | 119 |
|
|
2021
Q1 | $387K | Buy |
3,710
+831
| +29% | +$86.7K | 0.08% | 118 |
|
|
2020
Q4 | $243K | Buy |
2,879
+51
| +2% | +$4.31K | 0.06% | 139 |
|
|
2020
Q3 | $202K | Sell |
2,828
-276
| -9% | -$19.7K | 0.06% | 147 |
|
|
2020
Q2 | $275K | Sell |
3,104
-142
| -4% | -$12.6K | 0.07% | 106 |
|
|
2020
Q1 | $234K | Buy |
3,246
+446
| +16% | +$32.2K | 0.08% | 106 |
|
|
2019
Q4 | $336K | Buy |
2,800
+9
| +0.3% | +$1.08K | 0.1% | 96 |
|
|
2019
Q3 | $331K | Sell |
2,791
-28
| -1% | -$3.32K | 0.1% | 89 |
|
|
2019
Q2 | $349K | Buy |
2,819
+301
| +12% | +$37.3K | 0.11% | 86 |
|
|
2019
Q1 | $310K | Buy |
2,518
+454
| +22% | +$55.9K | 0.1% | 89 |
|
|
2018
Q4 | $223K | Sell |
2,064
-2,185
| -51% | -$236K | 0.09% | 96 |
|
|
2018
Q3 | $520K | Sell |
4,249
-40
| -0.9% | -$4.9K | 0.22% | 54 |
|
|
2018
Q2 | $543K | Buy |
4,289
+188
| +5% | +$23.8K | 0.19% | 55 |
|
|
2018
Q1 | $468K | Buy |
4,101
+1,657
| +68% | +$189K | 0.18% | 57 |
|
|
2017
Q4 | $306K | Buy |
+2,444
| New | +$306K | 0.1% | 74 |
|