CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
15,957
-422
| -3% | -$64.8K | 0.89% | 29 |
|
|
2025
Q1 | $2.22M | Buy |
16,379
+19
| +0.1% | +$2.57K | 0.92% | 28 |
|
|
2024
Q4 | $2.5M | Sell |
16,360
-128
| -0.8% | -$19.6K | 0.92% | 28 |
|
|
2024
Q3 | $2.54M | Sell |
16,488
-251
| -1% | -$38.6K | 0.97% | 28 |
|
|
2024
Q2 | $2.67M | Sell |
16,739
-61
| -0.4% | -$9.73K | 1.04% | 25 |
|
|
2024
Q1 | $2.78M | Sell |
16,800
-616
| -4% | -$102K | 1.17% | 22 |
|
|
2023
Q4 | $2.52M | Buy |
17,416
+207
| +1% | +$30K | 1.05% | 23 |
|
|
2023
Q3 | $2.68M | Buy |
17,209
+417
| +2% | +$65K | 1.25% | 19 |
|
|
2023
Q2 | $2.68M | Buy |
16,792
+180
| +1% | +$28.7K | 1.18% | 21 |
|
|
2023
Q1 | $2.61M | Sell |
16,612
-615
| -4% | -$96.6K | 1.19% | 20 |
|
|
2022
Q4 | $3.09M | Sell |
17,227
-79
| -0.5% | -$14.2K | 1.36% | 16 |
|
|
2022
Q3 | $3M | Sell |
17,306
-174
| -1% | -$30.1K | 1.41% | 14 |
|
|
2022
Q2 | $2.5M | Sell |
17,480
-420
| -2% | -$60K | 1.15% | 21 |
|
|
2022
Q1 | $3.04M | Sell |
17,900
-560
| -3% | -$95.2K | 1.25% | 18 |
|
|
2021
Q4 | $2.45M | Sell |
18,460
-24
| -0.1% | -$3.18K | 1.03% | 25 |
|
|
2021
Q3 | $2.13M | Buy |
18,484
+647
| +4% | +$74.5K | 0.86% | 32 |
|
|
2021
Q2 | $1.76M | Buy |
17,837
+279
| +2% | +$27.5K | 0.76% | 38 |
|
|
2021
Q1 | $1.8M | Buy |
17,558
+15
| +0.1% | +$1.54K | 0.8% | 34 |
|
|
2020
Q4 | $1.66M | Sell |
17,543
-1,401
| -7% | -$132K | 0.82% | 35 |
|
|
2020
Q3 | $1.56M | Buy |
18,944
+2,354
| +14% | +$194K | 0.82% | 34 |
|
|
2020
Q2 | $1.49M | Buy |
16,590
+3,587
| +28% | +$323K | 0.85% | 33 |
|
|
2020
Q1 | $1.23M | Buy |
13,003
+530
| +4% | +$50.1K | 0.76% | 38 |
|
|
2019
Q4 | $1.38M | Buy |
12,473
+329
| +3% | +$36.3K | 0.78% | 38 |
|
|
2019
Q3 | $1.39M | Buy |
12,144
+1
| +0% | +$115 | 0.86% | 33 |
|
|
2019
Q2 | $1.51M | Buy |
12,143
+243
| +2% | +$30.2K | 0.91% | 33 |
|
|
2019
Q1 | $1.47M | Buy |
11,900
+1,368
| +13% | +$169K | 0.92% | 30 |
|
|
2018
Q4 | $1.15M | Buy |
10,532
+2,221
| +27% | +$241K | 0.82% | 32 |
|
|
2018
Q3 | $1.02M | Buy |
8,311
+2
| +0% | +$244 | 0.62% | 44 |
|
|
2018
Q2 | $1.03M | Sell |
8,309
-158
| -2% | -$19.6K | 0.66% | 41 |
|
|
2018
Q1 | $949K | Sell |
8,467
-199
| -2% | -$22.3K | 0.64% | 44 |
|
|
2017
Q4 | $1.08M | Buy |
8,666
+2
| +0% | +$250 | 0.68% | 44 |
|
|
2017
Q3 | $1.02M | Buy |
8,664
+848
| +11% | +$99.6K | 0.65% | 44 |
|
|
2017
Q2 | $815K | Sell |
7,816
-373
| -5% | -$38.9K | 0.55% | 49 |
|
|
2017
Q1 | $879K | Buy |
8,189
+767
| +10% | +$82.3K | 0.61% | 44 |
|
|
2016
Q4 | $873K | Sell |
7,422
-148
| -2% | -$17.4K | 0.64% | 41 |
|
|
2016
Q3 | $779K | Buy |
7,570
+1
| +0% | +$103 | 0.61% | 42 |
|
|
2016
Q2 | $793K | Sell |
7,569
-1,748
| -19% | -$183K | 0.63% | 42 |
|
|
2016
Q1 | $888K | Buy |
9,317
+37
| +0.4% | +$3.53K | 0.72% | 41 |
|
|
2015
Q4 | $824K | Buy |
9,280
+1,877
| +25% | +$167K | 0.71% | 39 |
|
|
2015
Q3 | $583K | Buy |
7,403
+541
| +8% | +$42.6K | 0.57% | 46 |
|
|
2015
Q2 | $659K | Buy |
6,862
+3,176
| +86% | +$305K | 0.61% | 43 |
|
|
2015
Q1 | $387K | Buy |
+3,686
| New | +$387K | 0.39% | 52 |
|