Greystone Investment Management’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$202K Sell
2018
Q1
$218K Sell
2017
Q4
$263K Hold
2017
Q3
$247K Hold
2017
Q2
$219K Hold
2017
Q1
$225K Hold
2016
Q4
$247K Sell
2016
Q3
$328K Hold
2016
Q2
$334K Hold
2016
Q1
$304K Buy
2015
Q4
$242K Hold
2015
Q3
$212K Hold
2015
Q2
$259K Hold
2015
Q1
$282K Hold
2014
Q4
$301K Hold
2014
Q3
$321K Sell
2014
Q2
$357K Hold
2014
Q1
$325K Buy
2013
Q4
$200K Buy