JWA
JFS Wealth Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
16,052
-140
| -0.9% | -$20K | 0.15% | 91 |
|
|
2025
Q1 | $2.71M | Buy |
16,192
+333
| +2% | +$55.7K | 0.18% | 73 |
|
|
2024
Q4 | $2.3M | Sell |
15,859
-1,599
| -9% | -$232K | 0.16% | 82 |
|
|
2024
Q3 | $2.57M | Buy |
17,458
+4,512
| +35% | +$664K | 0.17% | 81 |
|
|
2024
Q2 | $2.02M | Sell |
12,946
-775
| -6% | -$121K | 0.16% | 77 |
|
|
2024
Q1 | $2.16M | Sell |
13,721
-55
| -0.4% | -$8.68K | 0.17% | 76 |
|
|
2023
Q4 | $2.05M | Sell |
13,776
-44
| -0.3% | -$6.56K | 0.17% | 75 |
|
|
2023
Q3 | $2.33M | Buy |
13,820
+655
| +5% | +$110K | 0.22% | 67 |
|
|
2023
Q2 | $2.07M | Sell |
13,165
-141
| -1% | -$22.2K | 0.19% | 81 |
|
|
2023
Q1 | $2.17M | Buy |
13,306
+577
| +5% | +$94.1K | 0.2% | 79 |
|
|
2022
Q4 | $2.28M | Buy |
12,729
+119
| +0.9% | +$21.4K | 0.22% | 78 |
|
|
2022
Q3 | $1.81M | Buy |
12,610
+2,637
| +26% | +$379K | 0.2% | 84 |
|
|
2022
Q2 | $1.44M | Buy |
9,973
+1,082
| +12% | +$157K | 0.15% | 88 |
|
|
2022
Q1 | $1.45M | Buy |
8,891
+156
| +2% | +$25.4K | 0.14% | 97 |
|
|
2021
Q4 | $1.03M | Buy |
8,735
+481
| +6% | +$56.4K | 0.1% | 118 |
|
|
2021
Q3 | $837K | Buy |
8,254
+2,398
| +41% | +$243K | 0.09% | 119 |
|
|
2021
Q2 | $613K | Sell |
5,856
-197
| -3% | -$20.6K | 0.09% | 101 |
|
|
2021
Q1 | $634K | Sell |
6,053
-197
| -3% | -$20.6K | 0.13% | 89 |
|
|
2020
Q4 | $528K | Sell |
6,250
-636
| -9% | -$53.7K | 0.11% | 93 |
|
|
2020
Q3 | $496K | Sell |
6,886
-371
| -5% | -$26.7K | 0.12% | 90 |
|
|
2020
Q2 | $648K | Sell |
7,257
-2,989
| -29% | -$267K | 0.17% | 81 |
|
|
2020
Q1 | $742K | Buy |
10,246
+603
| +6% | +$43.7K | 0.22% | 77 |
|
|
2019
Q4 | $1.16M | Sell |
9,643
-273
| -3% | -$32.9K | 0.29% | 66 |
|
|
2019
Q3 | $1.18M | Buy |
9,916
+124
| +1% | +$14.7K | 0.3% | 63 |
|
|
2019
Q2 | $1.22M | Sell |
9,792
-55
| -0.6% | -$6.84K | 0.31% | 58 |
|
|
2019
Q1 | $1.21M | Sell |
9,847
-249
| -2% | -$30.7K | 0.32% | 62 |
|
|
2018
Q4 | $1.1M | Buy |
10,096
+11
| +0.1% | +$1.2K | 0.29% | 64 |
|
|
2018
Q3 | $1.23M | Sell |
10,085
-243
| -2% | -$29.7K | 0.32% | 59 |
|
|
2018
Q2 | $1.31M | Sell |
10,328
-416
| -4% | -$52.6K | 0.34% | 56 |
|
|
2018
Q1 | $1.23M | Buy |
10,744
+2,001
| +23% | +$228K | 0.32% | 56 |
|
|
2017
Q4 | $1.1M | Buy |
8,743
+5
| +0.1% | +$626 | 0.27% | 62 |
|
|
2017
Q3 | $1.03M | Buy |
8,738
+750
| +9% | +$88.1K | 0.27% | 65 |
|
|
2017
Q2 | $833K | Sell |
7,988
-1,582
| -17% | -$165K | 0.23% | 64 |
|
|
2017
Q1 | $1.13M | Hold |
9,570
| – | – | 0.3% | 67 |
|
|
2016
Q4 | $1.13M | Sell |
9,570
-2,469
| -21% | -$291K | 0.3% | 67 |
|
|
2016
Q3 | $1.24M | Sell |
12,039
-3,106
| -21% | -$320K | 0.35% | 61 |
|
|
2016
Q2 | $1.59M | Buy |
15,145
+2,271
| +18% | +$238K | 0.44% | 54 |
|
|
2016
Q1 | $1.23M | Sell |
12,874
-433
| -3% | -$41.3K | 0.36% | 58 |
|
|
2015
Q4 | $1.2M | Buy |
13,307
+553
| +4% | +$49.7K | 0.34% | 61 |
|
|
2015
Q3 | $1.01M | Buy |
+12,754
| New | +$1.01M | 0.44% | 54 |
|
|
2014
Q2 | – | Sell |
-7,916
| Closed | -$941K | – | 476 |
|
|
2014
Q1 | $941K | Buy |
7,916
+63
| +0.8% | +$7.49K | 0.52% | 37 |
|
|
2013
Q4 | $981K | Buy |
7,853
+400
| +5% | +$50K | 0.43% | 41 |
|
|
2013
Q3 | $906K | Sell |
7,453
-1,265
| -15% | -$154K | 0.42% | 44 |
|
|
2013
Q2 | $1.03M | Buy |
+8,718
| New | +$1.03M | 0.52% | 41 |
|