Jackson Grant Investment Advisers’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $757K | Buy |
|
|||||
|
2025
Q2 | $637K | Buy |
|
|||||
|
2025
Q1 | $739K | Sell |
|
|||||
|
2024
Q4 | $660K | Sell |
|
|||||
|
2024
Q3 | $685K | Buy |
|
|||||
|
2024
Q2 | $724K | Sell |
|
|||||
|
2024
Q1 | $816K | Buy |
|
|||||
|
2023
Q4 | $767K | Buy |
|
|||||
|
2023
Q3 | $862K | Buy |
|
|||||
|
2023
Q2 | $800K | Buy |
|
|||||
|
2023
Q1 | $826K | Buy |
|
|||||
|
2022
Q4 | $844K | Buy |
|
|||||
|
2022
Q3 | $674K | Buy |
|
|||||
|
2022
Q2 | $678K | Buy |
|
|||||
|
2022
Q1 | $758K | Buy |
|
|||||
|
2021
Q4 | $546K | Buy |
|
|||||
|
2021
Q3 | $471K | Sell |
|
|||||
|
2021
Q2 | $494K | Buy |
|
|||||
|
2021
Q1 | $492K | Buy |
|
|||||
|
2020
Q4 | $239K | Buy |
|
|||||
|
2020
Q3 | $201K | Buy |
|
|||||
|
2020
Q2 | $246K | Buy |
|
|||||
|
2020
Q1 | $198K | Buy |
|
|||||
|
2019
Q4 | $329K | Sell |
|
|||||
|
2019
Q3 | $329K | Buy |
|
|||||
|
2019
Q2 | $342K | Buy |
|
|||||
|
2019
Q1 | $336K | Buy |
|
|||||
|
2018
Q4 | $295K | Sell |
|
|||||
|
2018
Q3 | $400K | Buy |
|
|||||
|
2018
Q2 | $287K | Sell |
|
|||||
|
2018
Q1 | $372K | Buy |
|
|||||
|
2017
Q4 | $401K | Sell |
|
|||||
|
2017
Q3 | $507K | Buy |
|
|||||
|
2017
Q2 | $265K | Sell |
|
|||||
|
2017
Q1 | $302K | Sell |
|
|||||
|
2016
Q4 | $361K | Buy |
|
|||||
|
2016
Q3 | $252K | Buy |
|
|||||
|
2016
Q2 | $229K | Buy |
|
|||||
|
2016
Q1 | $207K | Buy |
|
|||||
|
2015
Q4 | $60K | Buy |
|