CJM Wealth Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
2,863
+1
| +0% | +$143 | 0.14% | 49 |
|
|
2025
Q1 | $479K | Sell |
2,862
-39
| -1% | -$6.53K | 0.17% | 43 |
|
|
2024
Q4 | $420K | Buy |
2,901
+140
| +5% | +$20.3K | 0.14% | 44 |
|
|
2024
Q3 | $407K | Hold |
2,761
| – | – | 0.14% | 42 |
|
|
2024
Q2 | $432K | Buy |
2,761
+1
| +0% | +$157 | 0.16% | 39 |
|
|
2024
Q1 | $435K | Sell |
2,760
-678
| -20% | -$107K | 0.17% | 40 |
|
|
2023
Q4 | $513K | Buy |
3,438
+23
| +0.7% | +$3.43K | 0.23% | 36 |
|
|
2023
Q3 | $576K | Sell |
3,415
-308
| -8% | -$51.9K | 0.28% | 32 |
|
|
2023
Q2 | $586K | Sell |
3,723
-1,257
| -25% | -$198K | 0.3% | 32 |
|
|
2023
Q1 | $812K | Sell |
4,980
-484
| -9% | -$79K | 0.46% | 22 |
|
|
2022
Q4 | $981K | Sell |
5,464
-1,302
| -19% | -$234K | 0.6% | 22 |
|
|
2022
Q3 | $972K | Sell |
6,766
-674
| -9% | -$96.8K | 0.69% | 19 |
|
|
2022
Q2 | $1.08M | Sell |
7,440
-997
| -12% | -$144K | 0.75% | 19 |
|
|
2022
Q1 | $1.37M | Buy |
8,437
+385
| +5% | +$62.7K | 0.94% | 17 |
|
|
2021
Q4 | $945K | Buy |
+8,052
| New | +$945K | 0.67% | 22 |
|