Jacobsen Capital Management’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 | $383K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $325K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $574K | Hold |
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|
2022
Q1 | $646K | Hold |
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|
2021
Q4 | $466K | Hold |
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|
2021
Q3 | $403K | Hold |
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|
2021
Q2 | $416K | Hold |
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|
2021
Q1 | $416K | Hold |
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|
2020
Q4 | $335K | Hold |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $531K | Buy |
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|
2019
Q4 | $956K | Hold |
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|
2019
Q3 | $941K | Hold |
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|
2019
Q2 | $987K | Buy |
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