JBR Co Financial Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
30,774
+109
| +0.4% | +$15.6K | 2.18% | 9 |
|
|
2025
Q1 | $5.13M | Buy |
30,665
+625
| +2% | +$105K | 3% | 7 |
|
|
2024
Q4 | $4.35M | Sell |
30,040
-31
| -0.1% | -$4.49K | 2.65% | 8 |
|
|
2024
Q3 | $4.43M | Buy |
30,071
+150
| +0.5% | +$22.1K | 2.9% | 6 |
|
|
2024
Q2 | $4.68M | Sell |
29,921
-145
| -0.5% | -$22.7K | 3.29% | 5 |
|
|
2024
Q1 | $4.74M | Sell |
30,066
-174
| -0.6% | -$27.4K | 3.78% | 4 |
|
|
2023
Q4 | $4.51M | Buy |
+30,240
| New | +$4.51M | 4.24% | 4 |
|