JFS Wealth Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
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|
2025
Q1 | $2.71M | Buy |
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|
2024
Q4 | $2.3M | Sell |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.16M | Sell |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $2.33M | Buy |
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|
2023
Q2 | $2.07M | Sell |
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|
2023
Q1 | $2.17M | Buy |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $837K | Buy |
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|
2021
Q2 | $613K | Sell |
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|
2021
Q1 | $634K | Sell |
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|
2020
Q4 | $528K | Sell |
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|
2020
Q3 | $496K | Sell |
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|
2020
Q2 | $648K | Sell |
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|
2020
Q1 | $742K | Buy |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $1.22M | Sell |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $1.23M | Sell |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $1.03M | Buy |
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|
2017
Q2 | $833K | Sell |
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|
2017
Q1 | $1.13M | Hold |
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|
2016
Q4 | $1.13M | Sell |
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|
2016
Q3 | $1.24M | Sell |
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|
2016
Q2 | $1.59M | Buy |
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|
2016
Q1 | $1.23M | Sell |
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|
2015
Q4 | $1.2M | Buy |
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|
2015
Q3 | $1.01M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $941K | Buy |
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|
2013
Q4 | $981K | Buy |
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|
2013
Q3 | $906K | Sell |
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|
2013
Q2 | $1.03M | Buy |
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