FANJ
Financial Architects (New Jersey)’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.21M | Buy |
7,681
+51
| +0.7% | +$8.03K | 0.18% | 124 |
|
|
2023
Q1 | $1.24M | Sell |
7,630
-355
| -4% | -$57.9K | 0.2% | 121 |
|
|
2022
Q4 | $1.43M | Buy |
7,985
+1,327
| +20% | +$238K | 0.24% | 101 |
|
|
2022
Q3 | $957K | Buy |
6,658
+43
| +0.7% | +$6.18K | 0.17% | 133 |
|
|
2022
Q2 | $958K | Sell |
6,615
-24
| -0.4% | -$3.48K | 1.22% | 18 |
|
|
2022
Q1 | $1.08M | Sell |
6,639
-416
| -6% | -$67.7K | 0.15% | 138 |
|
|
2021
Q4 | $828K | Buy |
7,055
+352
| +5% | +$41.3K | 0.11% | 164 |
|
|
2021
Q3 | $680K | Sell |
6,703
-540
| -7% | -$54.8K | 0.1% | 166 |
|
|
2021
Q2 | $759K | Buy |
7,243
+45
| +0.6% | +$4.72K | 0.11% | 161 |
|
|
2021
Q1 | $754K | Buy |
7,198
+774
| +12% | +$81.1K | 0.12% | 156 |
|
|
2020
Q4 | $543K | Sell |
6,424
-258
| -4% | -$21.8K | 0.1% | 160 |
|
|
2020
Q3 | $481K | Sell |
6,682
-271
| -4% | -$19.5K | 0.11% | 154 |
|
|
2020
Q2 | $620K | Sell |
6,953
-818
| -11% | -$72.9K | 0.14% | 130 |
|
|
2020
Q1 | $563K | Sell |
7,771
-952
| -11% | -$69K | 0.15% | 122 |
|
|
2019
Q4 | $1.05M | Sell |
8,723
-349
| -4% | -$42.1K | 0.23% | 88 |
|
|
2019
Q3 | $1.08M | Sell |
9,072
-1,030
| -10% | -$122K | 0.25% | 86 |
|
|
2019
Q2 | $1.26M | Sell |
10,102
-801
| -7% | -$99.7K | 0.23% | 88 |
|
|
2019
Q1 | $1.34M | Sell |
10,903
-121
| -1% | -$14.9K | 0.23% | 85 |
|
|
2018
Q4 | $1.2M | Buy |
11,024
+197
| +2% | +$21.4K | 0.23% | 80 |
|
|
2018
Q3 | $1.32M | Sell |
10,827
-1,658
| -13% | -$203K | 0.22% | 81 |
|
|
2018
Q2 | $1.58M | Sell |
12,485
-583
| -4% | -$73.7K | 0.28% | 67 |
|
|
2018
Q1 | $1.49M | Buy |
13,068
+1,652
| +14% | +$188K | 0.29% | 60 |
|
|
2017
Q4 | $1.43M | Sell |
11,416
-2,139
| -16% | -$268K | 0.24% | 75 |
|
|
2017
Q3 | $1.59M | Sell |
13,555
-300
| -2% | -$35.3K | 0.28% | 66 |
|
|
2017
Q2 | $1.45M | Buy |
13,855
+1,406
| +11% | +$147K | 0.26% | 69 |
|
|
2017
Q1 | $1.34M | Buy |
12,449
+70
| +0.6% | +$7.52K | 0.24% | 83 |
|
|
2016
Q4 | $1.46M | Sell |
12,379
-476
| -4% | -$56K | 0.34% | 65 |
|
|
2016
Q3 | $1.32M | Buy |
12,855
+959
| +8% | +$98.7K | 0.36% | 62 |
|
|
2016
Q2 | $1.25M | Buy |
11,896
+1,532
| +15% | +$161K | 0.35% | 61 |
|
|
2016
Q1 | $989K | Sell |
10,364
-251
| -2% | -$24K | 0.35% | 64 |
|
|
2015
Q4 | $955K | Buy |
10,615
+11
| +0.1% | +$990 | 0.38% | 65 |
|
|
2015
Q3 | $836K | Sell |
10,604
-2,120
| -17% | -$167K | 0.35% | 66 |
|
|
2015
Q2 | $1.23M | Sell |
12,724
-66
| -0.5% | -$6.37K | 0.44% | 43 |
|
|
2015
Q1 | $1.34M | Buy |
12,790
+483
| +4% | +$50.7K | 0.52% | 39 |
|
|
2014
Q4 | $1.38M | Buy |
12,307
+1,943
| +19% | +$218K | 0.6% | 33 |
|
|
2014
Q3 | $1.24M | Sell |
10,364
-28
| -0.3% | -$3.34K | 0.61% | 32 |
|
|
2014
Q2 | $1.36M | Buy |
10,392
+65
| +0.6% | +$8.49K | 0.66% | 28 |
|
|
2014
Q1 | $1.23M | Sell |
10,327
-159
| -2% | -$18.9K | 0.73% | 29 |
|
|
2013
Q4 | $1.31M | Buy |
10,486
+2,946
| +39% | +$368K | 0.77% | 28 |
|
|
2013
Q3 | $912K | Buy |
7,540
+190
| +3% | +$23K | 0.59% | 36 |
|
|
2013
Q2 | $874K | Buy |
+7,350
| New | +$874K | 0.64% | 32 |
|