Berman Capital Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $595K | Buy |
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|
2021
Q2 | $492K | Buy |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $331K | Sell |
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|
2019
Q2 | $349K | Buy |
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|
2019
Q1 | $310K | Buy |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $520K | Sell |
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|
2018
Q2 | $543K | Buy |
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|
2018
Q1 | $468K | Buy |
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|
2017
Q4 | $306K | Buy |
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