Glass Jacobson Investment Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.7K | Sell |
375
-3,949
| -91% | -$565K | 0.02% | 285 |
|
|
2025
Q1 | $626K | Hold |
4,324
| – | – | 0.21% | 120 |
|
|
2024
Q4 | $626K | Buy |
4,324
+52
| +1% | +$7.53K | 0.21% | 120 |
|
|
2024
Q3 | $629K | Buy |
4,272
+4
| +0.1% | +$589 | 0.21% | 119 |
|
|
2024
Q2 | $668K | Buy |
4,268
+3
| +0.1% | +$469 | 0.24% | 108 |
|
|
2024
Q1 | $673K | Sell |
4,265
-83
| -2% | -$13.1K | 0.25% | 104 |
|
|
2023
Q4 | $649K | Sell |
4,348
-315
| -7% | -$47K | 0.26% | 102 |
|
|
2023
Q3 | $786K | Buy |
4,663
+91
| +2% | +$15.3K | 0.36% | 85 |
|
|
2023
Q2 | $719K | Buy |
+4,572
| New | +$719K | 0.33% | 89 |
|
|
2022
Q4 | $824K | Buy |
+4,589
| New | +$824K | 0.41% | 74 |
|