GJWM
Gilliland Jeter Wealth Management’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.64M | Buy |
25,407
+2
| +0% | +$286 | 1.18% | 19 |
|
2025
Q1 | $4.25M | Buy |
25,405
+15
| +0.1% | +$2.51K | 1.5% | 11 |
|
2024
Q4 | $3.68M | Sell |
25,390
-697
| -3% | -$101K | 1.24% | 16 |
|
2024
Q3 | $3.84M | Buy |
26,087
+746
| +3% | +$110K | 1.24% | 15 |
|
2024
Q2 | $3.96M | Buy |
25,341
+459
| +2% | +$71.8K | 1.34% | 14 |
|
2024
Q1 | $3.92M | Buy |
24,882
+4,048
| +19% | +$639K | 1.37% | 14 |
|
2023
Q4 | $3.11M | Buy |
+20,834
| New | +$3.11M | 1.29% | 17 |
|