JDM Financial Group’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1K | Hold |
266
| – | – | 0.02% | 101 |
|
|
2025
Q1 | $44.5K | Hold |
266
| – | – | 0.02% | 93 |
|
|
2024
Q4 | $38.5K | Sell |
266
-97
| -27% | -$14K | 0.02% | 96 |
|
|
2024
Q3 | $53.5K | Buy |
363
+116
| +47% | +$17.1K | 0.03% | 82 |
|
|
2024
Q2 | $38.6K | Buy |
247
+15
| +6% | +$2.35K | 0.03% | 90 |
|
|
2024
Q1 | $36.6K | Hold |
232
| – | – | 0.03% | 84 |
|
|
2023
Q4 | $34.6K | Hold |
232
| – | – | 0.03% | 82 |
|
|
2023
Q3 | $39.1K | Hold |
232
| – | – | 0.04% | 76 |
|
|
2023
Q2 | $36.5K | Hold |
232
| – | – | 0.03% | 80 |
|
|
2023
Q1 | $37.9K | Hold |
232
| – | – | 0.03% | 78 |
|
|
2022
Q4 | $41.6K | Buy |
+232
| New | +$41.6K | 0.04% | 73 |
|