J.W. Cole Advisors’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 | $18.6M | Buy |
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|
2025
Q1 | $18.3M | Buy |
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|
2024
Q4 | $6.57M | Sell |
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|
2024
Q3 | $6.73M | Buy |
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|
2024
Q2 | $6.99M | Sell |
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|
2024
Q1 | $7.12M | Buy |
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|
2023
Q4 | $6.5M | Buy |
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|
2023
Q3 | $5.92M | Buy |
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|
2023
Q2 | $4.87M | Sell |
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|
2023
Q1 | $5.38M | Buy |
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|
2022
Q4 | $5.54M | Buy |
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|
2022
Q3 | $4.26M | Buy |
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|
2022
Q2 | $3.47M | Sell |
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|
2022
Q1 | $4.23M | Sell |
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|
2021
Q4 | $3.31M | Buy |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $2.73M | Buy |
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|
2021
Q1 | $2.61M | Sell |
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|
2020
Q4 | $2.94M | Sell |
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|
2020
Q3 | $7.95M | Buy |
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|
2020
Q2 | $2.89M | Buy |
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|
2020
Q1 | $576K | Sell |
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|
2019
Q4 | $5.4M | Buy |
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