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