Jackson Thornton Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,504
| Closed | -$207K | – | 159 |
|
|
2025
Q1 | $207K | Sell |
1,504
-87
| -5% | -$12K | 0.03% | 90 |
|
|
2024
Q4 | $230K | Buy |
+1,591
| New | +$230K | 0.03% | 75 |
|
|
2024
Q3 | – | Sell |
-1,305
| Closed | -$204K | – | 64 |
|
|
2024
Q2 | $204K | Sell |
1,305
-6
| -0.5% | -$939 | 0.03% | 55 |
|
|
2024
Q1 | $207K | Buy |
+1,311
| New | +$207K | 0.04% | 52 |
|
|
2023
Q4 | – | Sell |
-1,243
| Closed | -$210K | – | 53 |
|
|
2023
Q3 | $210K | Buy |
+1,243
| New | +$210K | 0.04% | 43 |
|
|
2023
Q1 | – | Sell |
-1,121
| Closed | -$201K | – | 33 |
|
|
2022
Q4 | $201K | Buy |
+1,121
| New | +$201K | 0.05% | 35 |
|