J.M. Forbes & Co’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Sell |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $891K | Sell |
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|
2024
Q3 | $906K | Sell |
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|
2024
Q2 | $963K | Buy |
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|
2024
Q1 | $956K | Sell |
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|
2023
Q4 | $934K | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $990K | Hold |
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|
2023
Q1 | $1.03M | Buy |
|
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $861K | Buy |
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|
2022
Q2 | $764K | Sell |
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|
2022
Q1 | $870K | Sell |
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|
2021
Q4 | $642K | Buy |
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|
2021
Q3 | $492K | Sell |
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|
2021
Q2 | $548K | Buy |
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|
2021
Q1 | $542K | Sell |
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|
2020
Q4 | $817K | Sell |
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|
2020
Q3 | $754K | Sell |
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|
2020
Q2 | $937K | Sell |
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|
2020
Q1 | $790K | Buy |
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|
2019
Q4 | $1.24M | Buy |
|
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|
2019
Q3 | $1.19M | Sell |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $1.24M | Sell |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $1.24M | Hold |
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|
2018
Q2 | $1.28M | Hold |
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|
2018
Q1 | $1.15M | Buy |
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|
2017
Q4 | $1.23M | Sell |
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|
2017
Q3 | $1.17M | Sell |
|
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|
2017
Q2 | $1.04M | Sell |
|
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|
2017
Q1 | $1.07M | Sell |
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|
2016
Q4 | $1.22M | Hold |
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|
2016
Q3 | $1.08M | Sell |
|
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|
2016
Q2 | $1.1M | Hold |
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|
2016
Q1 | $998K | Sell |
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|
2015
Q4 | $942K | Sell |
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|
2015
Q3 | $843K | Hold |
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|
2015
Q2 | $1.03M | Sell |
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|
2015
Q1 | $1.17M | Sell |
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|
2014
Q4 | $1.25M | Sell |
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|
2014
Q3 | $1.59M | Sell |
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|
2014
Q2 | $1.74M | Sell |
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|
2014
Q1 | $1.61M | Sell |
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|
2013
Q4 | $1.73M | Buy |
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|
2013
Q3 | $1.2M | Sell |
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|
2013
Q2 | $1.22M | Buy |
|