JWM
Janiczek Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $621K | Sell |
3,970
-278
| -7% | -$43.5K | 0.13% | 71 |
|
|
2024
Q1 | $670K | Buy |
4,248
+127
| +3% | +$20K | 0.14% | 69 |
|
|
2023
Q4 | $615K | Buy |
4,121
+269
| +7% | +$40.1K | 0.15% | 61 |
|
|
2023
Q3 | $650K | Buy |
3,852
+543
| +16% | +$91.6K | 0.17% | 47 |
|
|
2023
Q2 | $521K | Sell |
3,309
-165
| -5% | -$26K | 0.14% | 53 |
|
|
2023
Q1 | $599K | Buy |
3,474
+63
| +2% | +$10.9K | 0.17% | 45 |
|
|
2022
Q4 | $604K | Buy |
3,411
+53
| +2% | +$9.39K | 0.17% | 45 |
|
|
2022
Q3 | $528K | Buy |
3,358
+992
| +42% | +$156K | 0.17% | 42 |
|
|
2022
Q2 | $388K | Buy |
2,366
+558
| +31% | +$91.5K | 0.12% | 55 |
|
|
2022
Q1 | $294K | Buy |
1,808
+165
| +10% | +$26.8K | 0.08% | 76 |
|
|
2021
Q4 | $193K | Buy |
1,643
+413
| +34% | +$48.5K | 0.06% | 111 |
|
|
2021
Q3 | $125K | Buy |
1,230
+221
| +22% | +$22.5K | 0.04% | 143 |
|
|
2021
Q2 | $106K | Buy |
1,009
+5
| +0.5% | +$525 | 0.04% | 148 |
|
|
2021
Q1 | $105K | Buy |
1,004
+268
| +36% | +$28K | 0.04% | 131 |
|
|
2020
Q4 | $62K | Buy |
736
+614
| +503% | +$51.7K | 0.03% | 163 |
|
|
2020
Q3 | $9K | Buy |
122
+79
| +184% | +$5.83K | ﹤0.01% | 248 |
|
|
2020
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 197 |
|