Jackson Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,549
| Closed | -$252K | – | 100 |
|
|
2022
Q1 | $252K | Buy |
+1,549
| New | +$252K | 0.04% | 108 |
|
|
2015
Q4 | – | Sell |
-2,604
| Closed | -$205K | – | 75 |
|
|
2015
Q3 | $205K | Sell |
2,604
-250
| -9% | -$19.7K | 0.07% | 96 |
|
|
2015
Q2 | $276K | Sell |
2,854
-1,743
| -38% | -$169K | 0.09% | 95 |
|
|
2015
Q1 | $483K | Sell |
4,597
-14,475
| -76% | -$1.52M | 0.16% | 89 |
|
|
2014
Q4 | $2.14M | Buy |
+19,072
| New | +$2.14M | 0.7% | 40 |
|