Jackson Grant Investment Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Buy |
4,447
+27
| +0.6% | +$3.87K | 0.23% | 59 |
|
|
2025
Q1 | $739K | Sell |
4,420
-136
| -3% | -$22.8K | 0.29% | 51 |
|
|
2024
Q4 | $660K | Sell |
4,556
-98
| -2% | -$14.2K | 0.25% | 55 |
|
|
2024
Q3 | $685K | Buy |
4,654
+28
| +0.6% | +$4.12K | 0.26% | 55 |
|
|
2024
Q2 | $724K | Sell |
4,626
-547
| -11% | -$85.6K | 0.29% | 55 |
|
|
2024
Q1 | $816K | Buy |
5,173
+31
| +0.6% | +$4.89K | 0.33% | 48 |
|
|
2023
Q4 | $767K | Buy |
5,142
+30
| +0.6% | +$4.48K | 0.34% | 48 |
|
|
2023
Q3 | $862K | Buy |
5,112
+25
| +0.5% | +$4.22K | 0.42% | 41 |
|
|
2023
Q2 | $800K | Buy |
5,087
+26
| +0.5% | +$4.09K | 0.37% | 45 |
|
|
2023
Q1 | $826K | Buy |
5,061
+359
| +8% | +$58.6K | 0.39% | 46 |
|
|
2022
Q4 | $844K | Buy |
4,702
+8
| +0.2% | +$1.44K | 0.41% | 44 |
|
|
2022
Q3 | $674K | Buy |
4,694
+8
| +0.2% | +$1.15K | 0.35% | 47 |
|
|
2022
Q2 | $678K | Buy |
4,686
+29
| +0.6% | +$4.2K | 0.34% | 49 |
|
|
2022
Q1 | $758K | Buy |
4,657
+8
| +0.2% | +$1.3K | 0.32% | 48 |
|
|
2021
Q4 | $546K | Buy |
4,649
+10
| +0.2% | +$1.17K | 0.28% | 52 |
|
|
2021
Q3 | $471K | Sell |
4,639
-82
| -2% | -$8.33K | 0.21% | 64 |
|
|
2021
Q2 | $494K | Buy |
4,721
+29
| +0.6% | +$3.04K | 0.22% | 59 |
|
|
2021
Q1 | $492K | Buy |
4,692
+1,859
| +66% | +$195K | 0.23% | 59 |
|
|
2020
Q4 | $239K | Buy |
2,833
+35
| +1% | +$2.95K | 0.12% | 83 |
|
|
2020
Q3 | $201K | Buy |
2,798
+40
| +1% | +$2.87K | 0.12% | 77 |
|
|
2020
Q2 | $246K | Buy |
2,758
+30
| +1% | +$2.68K | 0.16% | 71 |
|
|
2020
Q1 | $198K | Buy |
2,728
+1
| +0% | +$73 | 0.15% | 73 |
|
|
2019
Q4 | $329K | Sell |
2,727
-45
| -2% | -$5.43K | 0.18% | 68 |
|
|
2019
Q3 | $329K | Buy |
2,772
+24
| +0.9% | +$2.85K | 0.19% | 64 |
|
|
2019
Q2 | $342K | Buy |
2,748
+23
| +0.8% | +$2.86K | 0.2% | 62 |
|
|
2019
Q1 | $336K | Buy |
2,725
+11
| +0.4% | +$1.36K | 0.2% | 58 |
|
|
2018
Q4 | $295K | Sell |
2,714
-554
| -17% | -$60.2K | 0.21% | 64 |
|
|
2018
Q3 | $400K | Buy |
3,268
+1,002
| +44% | +$123K | 0.25% | 53 |
|
|
2018
Q2 | $287K | Sell |
2,266
-995
| -31% | -$126K | 0.2% | 62 |
|
|
2018
Q1 | $372K | Buy |
3,261
+56
| +2% | +$6.39K | 0.26% | 51 |
|
|
2017
Q4 | $401K | Sell |
3,205
-1,108
| -26% | -$139K | 0.27% | 50 |
|
|
2017
Q3 | $507K | Buy |
4,313
+1,777
| +70% | +$209K | 0.37% | 41 |
|
|
2017
Q2 | $265K | Sell |
2,536
-281
| -10% | -$29.4K | 0.21% | 57 |
|
|
2017
Q1 | $302K | Sell |
2,817
-252
| -8% | -$27K | 0.24% | 49 |
|
|
2016
Q4 | $361K | Buy |
3,069
+622
| +25% | +$73.2K | 0.31% | 43 |
|
|
2016
Q3 | $252K | Buy |
2,447
+258
| +12% | +$26.6K | 0.21% | 53 |
|
|
2016
Q2 | $229K | Buy |
2,189
+23
| +1% | +$2.41K | 0.2% | 49 |
|
|
2016
Q1 | $207K | Buy |
2,166
+1,500
| +225% | +$143K | 0.19% | 56 |
|
|
2015
Q4 | $60K | Buy |
+666
| New | +$60K | 0.06% | 97 |
|