JCM
Janney Capital Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
111,620
-1,349
| -1% | -$193K | 1.03% | 21 |
|
|
2025
Q1 | $18.9M | Sell |
112,969
-3,253
| -3% | -$544K | 1.3% | 14 |
|
|
2024
Q4 | $16.8M | Sell |
116,222
-2,437
| -2% | -$353K | 1.11% | 22 |
|
|
2024
Q3 | $17.5M | Sell |
118,659
-1,323
| -1% | -$195K | 1.18% | 21 |
|
|
2024
Q2 | $18.8M | Sell |
119,982
-1,699
| -1% | -$266K | 1.32% | 11 |
|
|
2024
Q1 | $19.2M | Sell |
121,681
-3,982
| -3% | -$628K | 1.28% | 14 |
|
|
2023
Q4 | $18.7M | Sell |
125,663
-3,677
| -3% | -$548K | 1.26% | 15 |
|
|
2023
Q3 | $21.8M | Buy |
129,340
+822
| +0.6% | +$139K | 1.68% | 11 |
|
|
2023
Q2 | $20.2M | Sell |
128,518
-2,256
| -2% | -$355K | 1.4% | 14 |
|
|
2023
Q1 | $21.3M | Sell |
130,774
-11,070
| -8% | -$1.81M | 1.61% | 12 |
|
|
2022
Q4 | $25.5M | Sell |
141,844
-7,596
| -5% | -$1.36M | 1.82% | 9 |
|
|
2022
Q3 | $21.5M | Sell |
149,440
-21,324
| -12% | -$3.06M | 1.75% | 11 |
|
|
2022
Q2 | $24.7M | Sell |
170,764
-6,093
| -3% | -$882K | 1.98% | 9 |
|
|
2022
Q1 | $28.8M | Sell |
176,857
-2,617
| -1% | -$426K | 2.05% | 7 |
|
|
2021
Q4 | $21.1M | Sell |
179,474
-2,907
| -2% | -$341K | 1.37% | 22 |
|
|
2021
Q3 | $18.5M | Sell |
182,381
-3,206
| -2% | -$325K | 1.24% | 22 |
|
|
2021
Q2 | $19.4M | Sell |
185,587
-2,330
| -1% | -$244K | 1.24% | 21 |
|
|
2021
Q1 | $19.7M | Buy |
187,917
+12,059
| +7% | +$1.26M | 1.3% | 19 |
|
|
2020
Q4 | $14.9M | Buy |
175,858
+11,218
| +7% | +$947K | 1.03% | 26 |
|
|
2020
Q3 | $11.9M | Sell |
164,640
-30,130
| -15% | -$2.17M | 0.81% | 39 |
|
|
2020
Q2 | $17.4M | Sell |
194,770
-9,496
| -5% | -$847K | 1.2% | 24 |
|
|
2020
Q1 | $14.8M | Sell |
204,266
-19,598
| -9% | -$1.42M | 1.13% | 27 |
|
|
2019
Q4 | $27M | Sell |
223,864
-10,985
| -5% | -$1.32M | 1.46% | 18 |
|
|
2019
Q3 | $27.9M | Sell |
234,849
-9,605
| -4% | -$1.14M | 1.55% | 17 |
|
|
2019
Q2 | $30.4M | Sell |
244,454
-10,051
| -4% | -$1.25M | 1.65% | 11 |
|
|
2019
Q1 | $31.4M | Sell |
254,505
-9,529
| -4% | -$1.17M | 1.64% | 12 |
|
|
2018
Q4 | $28.7M | Sell |
264,034
-10,098
| -4% | -$1.1M | 1.55% | 12 |
|
|
2018
Q3 | $33.5M | Sell |
274,132
-10,715
| -4% | -$1.31M | 1.46% | 13 |
|
|
2018
Q2 | $36M | Buy |
284,847
+14,001
| +5% | +$1.77M | 1.59% | 11 |
|
|
2018
Q1 | $30.9M | Sell |
270,846
-3,819
| -1% | -$436K | 1.35% | 17 |
|
|
2017
Q4 | $34.4M | Sell |
274,665
-2,624
| -0.9% | -$328K | 1.47% | 14 |
|
|
2017
Q3 | $32.6M | Sell |
277,289
-7,867
| -3% | -$924K | 1.4% | 19 |
|
|
2017
Q2 | $29.8M | Sell |
285,156
-7,539
| -3% | -$787K | 1.4% | 16 |
|
|
2017
Q1 | $31.4M | Sell |
292,695
-11,242
| -4% | -$1.21M | 1.45% | 16 |
|
|
2016
Q4 | $35.8M | Sell |
303,937
-14,511
| -5% | -$1.71M | 1.64% | 12 |
|
|
2016
Q3 | $32.8M | Sell |
318,448
-9,796
| -3% | -$1.01M | 1.48% | 19 |
|
|
2016
Q2 | $34.4M | Buy |
328,244
+36,921
| +13% | +$3.87M | 1.82% | 11 |
|
|
2016
Q1 | $27.8M | Buy |
291,323
+13,751
| +5% | +$1.31M | 1.5% | 19 |
|
|
2015
Q4 | $25M | Sell |
277,572
-13,506
| -5% | -$1.21M | 1.1% | 27 |
|
|
2015
Q3 | $23M | Buy |
291,078
+2,391
| +0.8% | +$189K | 1.04% | 32 |
|
|
2015
Q2 | $27.9M | Buy |
288,687
+1,288
| +0.4% | +$124K | 3.91% | 4 |
|
|
2015
Q1 | $30.2M | Buy |
287,399
+11,492
| +4% | +$1.21M | 1.01% | 26 |
|
|
2014
Q4 | $31M | Buy |
275,907
+6,657
| +2% | +$747K | 1.78% | 8 |
|
|
2014
Q3 | $32.1M | Buy |
269,250
+10,892
| +4% | +$1.3M | 1.94% | 6 |
|
|
2014
Q2 | $33.7M | Buy |
258,358
+14,444
| +6% | +$1.89M | 2.04% | 5 |
|
|
2014
Q1 | $29M | Buy |
243,914
+22,012
| +10% | +$2.62M | 1.93% | 7 |
|
|
2013
Q4 | $27.7M | Buy |
221,902
+17,145
| +8% | +$2.14M | 2.05% | 5 |
|
|
2013
Q3 | $24.9M | Buy |
204,757
+15,956
| +8% | +$1.94M | 2.04% | 2 |
|
|
2013
Q2 | $22.3M | Buy |
+188,801
| New | +$22.3M | 2.2% | 3 |
|