Epstein & White Financial’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $319K | Buy |
3,018
+43
| +1% | +$4.55K | 0.08% | 62 |
|
|
2021
Q1 | $315K | Sell |
2,975
-614
| -17% | -$65K | 0.09% | 55 |
|
|
2020
Q4 | $299K | Sell |
3,589
-493
| -12% | -$41.1K | 0.09% | 58 |
|
|
2020
Q3 | $293K | Sell |
4,082
-451
| -10% | -$32.4K | 0.1% | 49 |
|
|
2020
Q2 | $407K | Sell |
4,533
-5,156
| -53% | -$463K | 0.15% | 35 |
|
|
2020
Q1 | $707K | Buy |
9,689
+463
| +5% | +$33.8K | 0.3% | 26 |
|
|
2019
Q4 | $1.11M | Buy |
9,226
+423
| +5% | +$51K | 0.49% | 20 |
|
|
2019
Q3 | $1.05M | Buy |
8,803
+307
| +4% | +$36.5K | 0.51% | 16 |
|
|
2019
Q2 | $1.01M | Buy |
8,496
+2,361
| +38% | +$281K | 0.54% | 15 |
|
|
2019
Q1 | $756K | Buy |
6,135
+2,396
| +64% | +$295K | 0.43% | 22 |
|
|
2018
Q4 | $415K | Buy |
3,739
+313
| +9% | +$34.7K | 0.26% | 34 |
|
|
2018
Q3 | $418K | Sell |
3,426
-1,754
| -34% | -$214K | 0.27% | 40 |
|
|
2018
Q2 | $653K | Sell |
5,180
-229
| -4% | -$28.9K | 0.48% | 29 |
|
|
2018
Q1 | $631K | Buy |
5,409
+112
| +2% | +$13.1K | 0.41% | 38 |
|
|
2017
Q4 | $690K | Buy |
+5,297
| New | +$690K | 0.4% | 38 |
|