JWM
Jacobus Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $600K | Hold |
5,108
| – | – | 0.16% | 96 |
|
|
2017
Q2 | $533K | Hold |
5,108
| – | – | 0.14% | 101 |
|
|
2017
Q1 | $548K | Buy |
5,108
+172
| +3% | +$18.5K | 0.15% | 96 |
|
|
2016
Q4 | $581K | Sell |
4,936
-1,245
| -20% | -$147K | 0.17% | 91 |
|
|
2016
Q3 | $636K | Buy |
6,181
+1,460
| +31% | +$150K | 0.19% | 91 |
|
|
2016
Q2 | $495K | Sell |
4,721
-1,317
| -22% | -$138K | 0.15% | 100 |
|
|
2016
Q1 | $576K | Sell |
6,038
-3,000
| -33% | -$286K | 0.17% | 103 |
|
|
2015
Q4 | $813K | Buy |
9,038
+2,906
| +47% | +$261K | 0.23% | 86 |
|
|
2015
Q3 | $484K | Hold |
6,132
| – | – | 0.14% | 121 |
|
|
2015
Q2 | $592K | Sell |
6,132
-49
| -0.8% | -$4.73K | 0.15% | 117 |
|
|
2015
Q1 | $649K | Hold |
6,181
| – | – | 0.17% | 102 |
|
|
2014
Q4 | $693K | Sell |
6,181
-159
| -3% | -$17.8K | 0.18% | 95 |
|
|
2014
Q3 | $756K | Sell |
6,340
-195
| -3% | -$23.3K | 0.21% | 93 |
|
|
2014
Q2 | $853K | Sell |
6,535
-51
| -0.8% | -$6.66K | 0.22% | 92 |
|
|
2014
Q1 | $783K | Sell |
6,586
-954
| -13% | -$113K | 0.19% | 97 |
|
|
2013
Q4 | $942K | Buy |
7,540
+349
| +5% | +$43.6K | 0.27% | 81 |
|
|
2013
Q3 | $874K | Sell |
7,191
-503
| -7% | -$61.1K | 0.31% | 63 |
|
|
2013
Q2 | $911K | Buy |
+7,694
| New | +$911K | 0.33% | 60 |
|