JJBC
James J. Burns & Company’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
2,136
+37
| +2% | +$5.3K | 0.05% | 125 |
|
|
2025
Q1 | $351K | Buy |
2,099
+40
| +2% | +$6.69K | 0.06% | 105 |
|
|
2024
Q4 | $299K | Sell |
2,059
-15
| -0.7% | -$2.18K | 0.05% | 117 |
|
|
2024
Q3 | $306K | Buy |
2,074
+77
| +4% | +$11.4K | 0.06% | 107 |
|
|
2024
Q2 | $312K | Buy |
1,997
+95
| +5% | +$14.8K | 0.06% | 96 |
|
|
2024
Q1 | $304K | Sell |
1,902
-12
| -0.6% | -$1.92K | 0.11% | 68 |
|
|
2023
Q4 | $286K | Buy |
+1,914
| New | +$286K | 0.07% | 97 |
|