LGWM
Litman Gregory Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,108
| Closed | -$116K | – | 94 |
|
|
2021
Q1 | $116K | Sell |
1,108
-105
| -9% | -$11K | 0.02% | 70 |
|
|
2020
Q4 | $102K | Sell |
1,213
-55
| -4% | -$4.63K | 0.02% | 75 |
|
|
2020
Q3 | $91K | Buy |
1,268
+55
| +5% | +$3.95K | 0.02% | 75 |
|
|
2020
Q2 | $108K | Hold |
1,213
| – | – | 0.02% | 67 |
|
|
2020
Q1 | $88K | Sell |
1,213
-127
| -9% | -$9.21K | 0.02% | 65 |
|
|
2019
Q4 | $161K | Sell |
1,340
-43
| -3% | -$5.17K | 0.04% | 53 |
|
|
2019
Q3 | $164K | Sell |
1,383
-194
| -12% | -$23K | 0.04% | 49 |
|
|
2019
Q2 | $196K | Buy |
1,577
+364
| +30% | +$45.2K | 0.05% | 50 |
|
|
2019
Q1 | $149K | Sell |
1,213
-387
| -24% | -$47.5K | 0.04% | 47 |
|
|
2018
Q4 | $174K | Buy |
1,600
+1,428
| +830% | +$155K | 0.05% | 46 |
|
|
2018
Q3 | $21K | Hold |
172
| – | – | 0.01% | 75 |
|
|
2018
Q2 | $22K | Sell |
172
-975
| -85% | -$125K | 0.01% | 68 |
|
|
2018
Q1 | $131K | Buy |
1,147
+975
| +567% | +$111K | 0.05% | 42 |
|
|
2017
Q4 | $22 | Sell |
172
-500
| -74% | -$64 | 0.01% | 65 |
|
|
2017
Q3 | $79K | Hold |
672
| – | – | 0.04% | 44 |
|
|
2017
Q2 | $70K | Hold |
672
| – | – | 0.04% | 32 |
|
|
2017
Q1 | $72K | Buy |
+672
| New | +$72K | 0.04% | 34 |
|