Rothschild Capital Partners’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $780K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $219K | Hold |
|
|||||
|
2019
Q3 | $216K | Hold |
|
|||||
|
2019
Q2 | $227K | Hold |
|
|||||
|
2019
Q1 | $224K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $223K | Hold |
|
|||||
|
2018
Q2 | $230K | Hold |
|
|||||
|
2018
Q1 | $208K | Hold |
|
|||||
|
2017
Q4 | $228K | Hold |
|
|||||
|
2017
Q3 | $214K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $204K | Hold |
|
|||||
|
2014
Q3 | $217K | Hold |
|
|||||
|
2014
Q2 | $238K | Hold |
|
|||||
|
2014
Q1 | $217K | Hold |
|
|||||
|
2013
Q4 | $227K | Hold |
|
|||||
|
2013
Q3 | $221K | Hold |
|
|||||
|
2013
Q2 | $215K | Buy |
|