JPWM
Jamison Private Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.45M | Buy |
51,998
+602
| +1% | +$86.2K | 1.07% | 31 |
|
|
2025
Q1 | $8.6M | Buy |
51,396
+2,985
| +6% | +$499K | 1.31% | 26 |
|
|
2024
Q4 | $7.01M | Buy |
48,411
+9,342
| +24% | +$1.35M | 1.04% | 32 |
|
|
2024
Q3 | $5.75M | Buy |
39,069
+2,514
| +7% | +$370K | 0.88% | 38 |
|
|
2024
Q2 | $5.72M | Buy |
36,555
+6,399
| +21% | +$1M | 0.95% | 35 |
|
|
2024
Q1 | $4.76M | Buy |
30,156
+1,648
| +6% | +$260K | 0.8% | 39 |
|
|
2023
Q4 | $4.25M | Buy |
28,508
+367
| +1% | +$54.7K | 0.8% | 45 |
|
|
2023
Q3 | $4.75M | Buy |
+28,141
| New | +$4.75M | 0.98% | 34 |
|