J.W. Coons 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 | $1.09M | Buy |
7,643
+30
| +0.4% | +$4.3K | 0.25% | 93 |
|
|
2025
Q1 | $1.27M | Buy |
7,613
+516
| +7% | +$86.3K | 0.34% | 72 |
|
|
2024
Q4 | $1.03M | Hold |
7,097
| – | – | 0.26% | 86 |
|
|
2024
Q3 | $1.05M | Hold |
7,097
| – | – | 0.26% | 92 |
|
|
2024
Q2 | $1.11M | Hold |
7,097
| – | – | 0.27% | 82 |
|
|
2024
Q1 | $1.12M | Hold |
7,097
| – | – | 0.25% | 82 |
|
|
2023
Q4 | $1.06M | Buy |
7,097
+100
| +1% | +$14.9K | 0.29% | 86 |
|
|
2023
Q3 | $1.18M | Hold |
6,997
| – | – | 0.34% | 71 |
|
|
2023
Q2 | $1.1M | Sell |
6,997
-150
| -2% | -$23.6K | 0.3% | 79 |
|
|
2023
Q1 | $1.17M | Sell |
7,147
-100
| -1% | -$16.3K | 0.33% | 74 |
|
|
2022
Q4 | $1.3M | Buy |
7,247
+100
| +1% | +$17.9K | 0.39% | 64 |
|
|
2022
Q3 | $1.03M | Buy |
7,147
+100
| +1% | +$14.4K | 0.39% | 74 |
|
|
2022
Q2 | $1.02M | Hold |
7,047
| – | – | 0.36% | 71 |
|
|
2022
Q1 | $1.15M | Buy |
7,047
+66
| +0.9% | +$10.7K | 0.34% | 75 |
|
|
2021
Q4 | $821K | Sell |
6,981
-1,000
| -13% | -$118K | 0.25% | 105 |
|
|
2021
Q3 | $808K | Sell |
7,981
-122
| -2% | -$12.4K | 0.28% | 94 |
|
|
2021
Q2 | $847K | Sell |
8,103
-250
| -3% | -$26.1K | 0.3% | 88 |
|
|
2021
Q1 | $873K | Sell |
8,353
-200
| -2% | -$20.9K | 0.31% | 89 |
|
|
2020
Q4 | $722K | Sell |
8,553
-910
| -10% | -$76.8K | 0.28% | 98 |
|
|
2020
Q3 | $683K | Sell |
9,463
-496
| -5% | -$35.8K | 0.28% | 97 |
|
|
2020
Q2 | $890K | Sell |
9,959
-1,996
| -17% | -$178K | 0.4% | 68 |
|
|
2020
Q1 | $865K | Buy |
+11,955
| New | +$865K | 0.45% | 63 |
|