Jamison Private Wealth Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.1M	Buy	58,433 +1,055	+2%	+$192K	1.52%	19
2025 Q4	$8.75M	Buy	57,378 +1,828	+3%	+$278K	1.09%	34
2025 Q3	$8.63M	Buy	55,550 +3,552	+7%	+$550K	1.12%	32
2025 Q2	$7.45M	Buy	51,998 +602	+1%	+$84.9K	1.07%	31
2025 Q1	$8.6M	Buy	51,396 +2,985	+6%	+$467K	1.31%	26
2024 Q4	$7.01M	Buy	48,411 +9,342	+24%	+$1.43M	1.04%	32
2024 Q3	$5.75M	Buy	39,069 +2,514	+7%	+$374K	0.88%	38
2024 Q2	$5.72M	Buy	36,555 +6,399	+21%	+$1.02M	0.95%	35
2024 Q1	$4.76M	Buy	30,156 +1,648	+6%	+$249K	0.8%	39
2023 Q4	$4.25M	Buy	28,508 +367	+1%	+$55.5K	0.8%	45
2023 Q3	$4.75M	Buy	+28,141	New	+$4.55M	0.98%	34