Rothschild Capital Partners’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,821	Closed	-$219K	–	34
2019 Q4	$219K	Hold	1,821	–	–	0.1%	37
2019 Q3	$216K	Hold	1,821	–	–	0.11%	35
2019 Q2	$227K	Hold	1,821	–	–	0.11%	36
2019 Q1	$224K	Buy	+1,821	New	+$224K	0.13%	37
2018 Q4	–	Sell	-1,821	Closed	-$223K	–	32
2018 Q3	$223K	Hold	1,821	–	–	0.1%	40
2018 Q2	$230K	Hold	1,821	–	–	0.1%	42
2018 Q1	$208K	Hold	1,821	–	–	0.08%	42
2017 Q4	$228K	Hold	1,821	–	–	0.09%	47
2017 Q3	$214K	Buy	+1,821	New	+$214K	0.09%	48
2015 Q1	–	Sell	-1,821	Closed	-$204K	–	42
2014 Q4	$204K	Hold	1,821	–	–	0.1%	39
2014 Q3	$217K	Hold	1,821	–	–	0.1%	40
2014 Q2	$238K	Hold	1,821	–	–	0.11%	37
2014 Q1	$217K	Hold	1,821	–	–	0.11%	37
2013 Q4	$227K	Hold	1,821	–	–	0.11%	35
2013 Q3	$221K	Hold	1,821	–	–	0.1%	37
2013 Q2	$215K	Buy	+1,821	New	+$215K	0.12%	37