Epstein & White Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $293K | Sell |
|
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|
2020
Q2 | $407K | Sell |
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|
2020
Q1 | $707K | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $756K | Buy |
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|
2018
Q4 | $415K | Buy |
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|
2018
Q3 | $418K | Sell |
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|
2018
Q2 | $653K | Sell |
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|
2018
Q1 | $631K | Buy |
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|
2017
Q4 | $690K | Buy |
|