JGP Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
9,096
+873
| +11% | +$125K | 0.16% | 81 |
|
|
2025
Q1 | $1.38M | Buy |
8,223
+2,276
| +38% | +$381K | 0.18% | 76 |
|
|
2024
Q4 | $861K | Buy |
5,947
+123
| +2% | +$17.8K | 0.11% | 106 |
|
|
2024
Q3 | $858K | Sell |
5,824
-109
| -2% | -$16.1K | 0.11% | 105 |
|
|
2024
Q2 | $928K | Sell |
5,933
-11
| -0.2% | -$1.72K | 0.13% | 84 |
|
|
2024
Q1 | $938K | Sell |
5,944
-2,792
| -32% | -$440K | 0.14% | 88 |
|
|
2023
Q4 | $1.3M | Buy |
8,736
+930
| +12% | +$139K | 0.19% | 74 |
|
|
2023
Q3 | $1.32M | Sell |
7,806
-675
| -8% | -$114K | 0.22% | 74 |
|
|
2023
Q2 | $1.33M | Sell |
8,481
-168
| -2% | -$26.4K | 0.22% | 73 |
|
|
2023
Q1 | $1.41M | Buy |
8,649
+2,874
| +50% | +$469K | 0.25% | 70 |
|
|
2022
Q4 | $1.04M | Hold |
5,775
| – | – | 0.19% | 79 |
|
|
2022
Q3 | $924K | Buy |
5,775
+2,738
| +90% | +$438K | 0.19% | 76 |
|
|
2022
Q2 | $428K | Hold |
3,037
| – | – | 0.09% | 108 |
|
|
2022
Q1 | $516K | Buy |
3,037
+44
| +1% | +$7.48K | 0.1% | 107 |
|
|
2021
Q4 | $366K | Buy |
2,993
+89
| +3% | +$10.9K | 0.07% | 120 |
|
|
2021
Q3 | $295K | Sell |
2,904
-2,324
| -44% | -$236K | 0.06% | 130 |
|
|
2021
Q2 | $548K | Sell |
5,228
-131
| -2% | -$13.7K | 0.12% | 97 |
|
|
2021
Q1 | $562K | Buy |
5,359
+1,931
| +56% | +$203K | 0.13% | 87 |
|
|
2020
Q4 | $305K | Sell |
3,428
-1,790
| -34% | -$159K | 0.07% | 123 |
|
|
2020
Q3 | $385K | Sell |
5,218
-147
| -3% | -$10.8K | 0.1% | 91 |
|
|
2020
Q2 | $463K | Buy |
5,365
+175
| +3% | +$15.1K | 0.14% | 85 |
|
|
2020
Q1 | $446K | Sell |
5,190
-692
| -12% | -$59.5K | 0.16% | 94 |
|
|
2019
Q4 | $709K | Hold |
5,882
| – | – | 0.21% | 81 |
|
|
2019
Q3 | $660K | Hold |
5,882
| – | – | 0.23% | 82 |
|
|
2019
Q2 | $732K | Hold |
5,882
| – | – | 0.26% | 82 |
|
|
2019
Q1 | $725K | Sell |
5,882
-25
| -0.4% | -$3.08K | 0.27% | 81 |
|
|
2018
Q4 | $643K | Sell |
5,907
-45
| -0.8% | -$4.9K | 0.27% | 83 |
|
|
2018
Q3 | $728K | Hold |
5,952
| – | – | 0.29% | 80 |
|
|
2018
Q2 | $753K | Buy |
+5,952
| New | +$753K | 0.31% | 82 |
|