Genovese Burford & Brothers Wealth & Retirement Plan Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $983K | Sell |
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|
2020
Q3 | $844K | Sell |
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|
2020
Q2 | $1.2M | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1.7M | Sell |
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|
2019
Q3 | $1.82M | Buy |
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|
2019
Q2 | $1.88M | Sell |
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|
2019
Q1 | $1.95M | Buy |
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|
2018
Q4 | $1.66M | Buy |
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|
2018
Q3 | $1.76M | Buy |
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|
2018
Q2 | $1.73M | Sell |
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|
2018
Q1 | $1.61M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.68M | Buy |
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|
2017
Q2 | $1.49M | Sell |
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|
2017
Q1 | $1.6M | Sell |
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|
2016
Q4 | $3.32M | Buy |
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|
2016
Q3 | $1.41M | Sell |
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|
2016
Q2 | $2.18M | Sell |
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|
2016
Q1 | $1.99M | Buy |
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|
2015
Q4 | $1.78M | Buy |
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