JCIC Asset Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $836 | Hold |
5
| – | – | ﹤0.01% | 153 |
|
2024
Q4 | $724 | Buy |
+5
| New | +$724 | ﹤0.01% | 127 |
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 122 |
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 127 |
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 128 |
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 123 |
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 125 |
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 127 |
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 118 |
|
2020
Q1 | – | Sell |
-154
| Closed | -$19K | – | 106 |
|
2019
Q4 | $19K | Hold |
154
| – | – | 0.01% | 84 |
|
2019
Q3 | $18K | Hold |
154
| – | – | 0.01% | 82 |
|
2019
Q2 | $19K | Hold |
154
| – | – | 0.01% | 80 |
|
2019
Q1 | $19K | Hold |
154
| – | – | 0.01% | 80 |
|
2018
Q4 | $17K | Hold |
154
| – | – | 0.01% | 78 |
|
2018
Q3 | $19K | Buy |
154
+130
| +542% | +$16K | 0.01% | 80 |
|
2018
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 109 |
|
2018
Q1 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 108 |
|
2016
Q2 | – | Sell |
-1,819
| Closed | -$174K | – | 67 |
|
2016
Q1 | $174K | Hold |
1,819
| – | – | 0.05% | 37 |
|
2015
Q4 | $164K | Hold |
1,819
| – | – | 0.05% | 36 |
|
2015
Q3 | $143K | Hold |
1,819
| – | – | 0.04% | 40 |
|
2015
Q2 | $175K | Hold |
1,819
| – | – | 0.03% | 42 |
|
2015
Q1 | $191K | Buy |
1,819
+244
| +15% | +$25.6K | 0.03% | 41 |
|
2014
Q4 | $177K | Sell |
1,575
-150
| -9% | -$16.9K | 0.04% | 38 |
|
2014
Q3 | $206K | Hold |
1,725
| – | – | 0.04% | 35 |
|
2014
Q2 | $225K | Buy |
1,725
+250
| +17% | +$32.6K | 0.04% | 38 |
|
2014
Q1 | $175K | Sell |
1,475
-300
| -17% | -$35.6K | 0.03% | 36 |
|
2013
Q4 | $222K | Hold |
1,775
| – | – | 0.04% | 36 |
|
2013
Q3 | $216K | Hold |
1,775
| – | – | 0.04% | 42 |
|
2013
Q2 | $210K | Buy |
+1,775
| New | +$210K | 0.04% | 42 |
|