Landsberg Bennett & Dubbaneh’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,954
Closed -$249K 255
2020
Q4
$249K Sell
2,954
-415
-12% -$35K 0.04% 196
2020
Q3
$242K Sell
3,369
-1,418
-30% -$102K 0.04% 183
2020
Q2
$420K Buy
4,787
+188
+4% +$16.5K 0.09% 153
2020
Q1
$350K Sell
4,599
-547
-11% -$41.6K 0.1% 129
2019
Q4
$617K Buy
5,146
+58
+1% +$6.95K 0.14% 131
2019
Q3
$603K Buy
5,088
+37
+0.7% +$4.39K 0.16% 132
2019
Q2
$631K Buy
5,051
+86
+2% +$10.7K 0.17% 130
2019
Q1
$615K Buy
4,965
+225
+5% +$27.9K 0.14% 141
2018
Q4
$516K Buy
+4,740
New +$516K 0.2% 131