Brighton Jones LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.81M | Sell |
26,616
-620
| -2% | -$88.8K | 0.1% | 120 |
|
2025
Q1 | $4.56M | Sell |
27,236
-811
| -3% | -$136K | 0.15% | 89 |
|
2024
Q4 | $4.06M | Sell |
28,047
-1,265
| -4% | -$183K | 0.12% | 101 |
|
2024
Q3 | $4.32M | Buy |
29,312
+4,640
| +19% | +$683K | 0.16% | 76 |
|
2024
Q2 | $3.86M | Buy |
24,672
+1,581
| +7% | +$247K | 0.13% | 91 |
|
2024
Q1 | $3.64M | Buy |
23,091
+765
| +3% | +$121K | 0.13% | 89 |
|
2023
Q4 | $3.33M | Buy |
22,326
+740
| +3% | +$110K | 0.14% | 88 |
|
2023
Q3 | $3.64M | Buy |
21,586
+589
| +3% | +$99.3K | 0.18% | 74 |
|
2023
Q2 | $3.3M | Buy |
20,997
+4,063
| +24% | +$639K | 0.17% | 80 |
|
2023
Q1 | $2.76M | Buy |
16,934
+819
| +5% | +$134K | 0.16% | 84 |
|
2022
Q4 | $2.89M | Sell |
16,115
-2,030
| -11% | -$364K | 0.17% | 76 |
|
2022
Q3 | $2.61M | Buy |
18,145
+1,395
| +8% | +$200K | 0.15% | 72 |
|
2022
Q2 | $2.43M | Buy |
16,750
+109
| +0.7% | +$15.8K | 0.14% | 83 |
|
2022
Q1 | $2.71M | Buy |
16,641
+1,099
| +7% | +$179K | 0.13% | 81 |
|
2021
Q4 | $1.82M | Sell |
15,542
-456
| -3% | -$53.5K | 0.09% | 110 |
|
2021
Q3 | $1.62M | Buy |
15,998
+1,380
| +9% | +$140K | 0.08% | 110 |
|
2021
Q2 | $1.53M | Sell |
14,618
-301
| -2% | -$31.5K | 0.08% | 114 |
|
2021
Q1 | $1.56M | Buy |
14,919
+853
| +6% | +$89.4K | 0.09% | 103 |
|
2020
Q4 | $1.19M | Buy |
14,066
+17
| +0.1% | +$1.44K | 0.07% | 111 |
|
2020
Q3 | $1.01M | Buy |
14,049
+489
| +4% | +$35.2K | 0.07% | 115 |
|
2020
Q2 | $1.21M | Sell |
13,560
-7,164
| -35% | -$639K | 0.1% | 89 |
|
2020
Q1 | $1.5M | Buy |
20,724
+6,432
| +45% | +$466K | 0.16% | 68 |
|
2019
Q4 | $1.72M | Buy |
14,292
+876
| +7% | +$106K | 0.19% | 73 |
|
2019
Q3 | $1.59M | Sell |
13,416
-667
| -5% | -$79.1K | 0.19% | 71 |
|
2019
Q2 | $1.75M | Sell |
14,083
-522
| -4% | -$65K | 0.2% | 66 |
|
2019
Q1 | $1.8M | Buy |
14,605
+258
| +2% | +$31.8K | 0.22% | 62 |
|
2018
Q4 | $1.56M | Buy |
14,347
+161
| +1% | +$17.5K | 0.23% | 59 |
|
2018
Q3 | $1.74M | Sell |
14,186
-121
| -0.8% | -$14.8K | 0.21% | 58 |
|
2018
Q2 | $1.81M | Buy |
14,307
+2,021
| +16% | +$256K | 0.23% | 54 |
|
2018
Q1 | $1.4M | Sell |
12,286
-435
| -3% | -$49.6K | 0.19% | 63 |
|
2017
Q4 | $1.59M | Buy |
12,721
+2,282
| +22% | +$286K | 0.19% | 62 |
|
2017
Q3 | $1.23M | Buy |
10,439
+100
| +1% | +$11.8K | 0.16% | 78 |
|
2017
Q2 | $1.08M | Buy |
10,339
+2,156
| +26% | +$225K | 0.15% | 80 |
|
2017
Q1 | $879K | Buy |
8,183
+4,552
| +125% | +$489K | 0.21% | 40 |
|
2016
Q4 | $427K | Sell |
3,631
-5,540
| -60% | -$652K | 0.16% | 52 |
|
2016
Q3 | $944K | Sell |
9,171
-1,305
| -12% | -$134K | 0.15% | 81 |
|
2016
Q2 | $1.1M | Buy |
10,476
+352
| +3% | +$36.9K | 0.19% | 64 |
|
2016
Q1 | $966K | Sell |
10,124
-337
| -3% | -$32.2K | 0.18% | 72 |
|
2015
Q4 | $941K | Buy |
10,461
+1,169
| +13% | +$105K | 0.18% | 66 |
|
2015
Q3 | $733K | Sell |
9,292
-2,516
| -21% | -$198K | 0.16% | 79 |
|
2015
Q2 | $1.14M | Sell |
11,808
-1,477
| -11% | -$142K | 0.26% | 42 |
|
2015
Q1 | $1.4M | Sell |
13,285
-466
| -3% | -$48.9K | 0.32% | 39 |
|
2014
Q4 | $1.54M | Sell |
13,751
-3,453
| -20% | -$387K | 0.35% | 41 |
|
2014
Q3 | $2.05M | Buy |
17,204
+1,730
| +11% | +$206K | 0.46% | 27 |
|
2014
Q2 | $2.02M | Sell |
15,474
-599
| -4% | -$78.2K | 0.46% | 25 |
|
2014
Q1 | $1.91M | Sell |
16,073
-1,644
| -9% | -$195K | 0.45% | 27 |
|
2013
Q4 | $2.18M | Buy |
17,717
+1,427
| +9% | +$176K | 0.5% | 23 |
|
2013
Q3 | $1.98M | Buy |
16,290
+4,918
| +43% | +$597K | 0.52% | 22 |
|
2013
Q2 | $1.35M | Buy |
+11,372
| New | +$1.35M | 0.4% | 26 |
|