JFA
JNBA Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $621K | Sell |
4,340
-175
| -4% | -$25.1K | 0.06% | 125 |
|
|
2025
Q1 | $755K | Buy |
4,515
+175
| +4% | +$29.3K | 0.08% | 104 |
|
|
2024
Q4 | $629K | Buy |
4,340
+80
| +2% | +$11.6K | 0.06% | 117 |
|
|
2024
Q3 | $627K | Hold |
4,260
| – | – | 0.06% | 118 |
|
|
2024
Q2 | $666K | Hold |
4,260
| – | – | 0.07% | 113 |
|
|
2024
Q1 | $672K | Sell |
4,260
-103
| -2% | -$16.2K | 0.07% | 119 |
|
|
2023
Q4 | $651K | Buy |
4,363
+327
| +8% | +$48.8K | 0.07% | 120 |
|
|
2023
Q3 | $681K | Buy |
4,036
+118
| +3% | +$19.9K | 0.09% | 115 |
|
|
2023
Q2 | $617K | Sell |
3,918
-24
| -0.6% | -$3.78K | 0.07% | 119 |
|
|
2023
Q1 | $643K | Sell |
3,942
-37
| -0.9% | -$6.04K | 0.08% | 116 |
|
|
2022
Q4 | $714K | Sell |
3,979
-515
| -11% | -$92.4K | 0.1% | 114 |
|
|
2022
Q3 | $646K | Hold |
4,494
| – | – | 0.1% | 115 |
|
|
2022
Q2 | $651K | Sell |
4,494
-348
| -7% | -$50.4K | 0.1% | 110 |
|
|
2022
Q1 | $788K | Sell |
4,842
-445
| -8% | -$72.4K | 0.1% | 104 |
|
|
2021
Q4 | $620K | Buy |
5,287
+59
| +1% | +$6.92K | 0.08% | 116 |
|
|
2021
Q3 | $530K | Sell |
5,228
-52
| -1% | -$5.27K | 0.07% | 120 |
|
|
2021
Q2 | $553K | Sell |
5,280
-148
| -3% | -$15.5K | 0.07% | 116 |
|
|
2021
Q1 | $569K | Buy |
5,428
+143
| +3% | +$15K | 0.08% | 108 |
|
|
2020
Q4 | $446K | Sell |
5,285
-163
| -3% | -$13.8K | 0.07% | 117 |
|
|
2020
Q3 | $392K | Buy |
5,448
+32
| +0.6% | +$2.3K | 0.08% | 109 |
|
|
2020
Q2 | $483K | Buy |
5,416
+79
| +1% | +$7.05K | 0.1% | 96 |
|
|
2020
Q1 | $387K | Buy |
5,337
+57
| +1% | +$4.13K | 0.09% | 100 |
|
|
2019
Q4 | $636K | Sell |
5,280
-52
| -1% | -$6.26K | 0.12% | 89 |
|
|
2019
Q3 | $632K | Sell |
5,332
-272
| -5% | -$32.2K | 0.13% | 87 |
|
|
2019
Q2 | $697K | Buy |
5,604
+86
| +2% | +$10.7K | 0.14% | 84 |
|
|
2019
Q1 | $680K | Buy |
5,518
+227
| +4% | +$28K | 0.15% | 81 |
|
|
2018
Q4 | $576K | Sell |
5,291
-30,932
| -85% | -$3.37M | 0.13% | 79 |
|
|
2018
Q3 | $4.43M | Buy |
36,223
+30,916
| +583% | +$3.78M | 1.99% | 7 |
|
|
2018
Q2 | $671K | Buy |
5,307
+77
| +1% | +$9.74K | 0.14% | 77 |
|
|
2018
Q1 | $596K | Hold |
5,230
| – | – | 0.13% | 76 |
|
|
2017
Q4 | $655K | Sell |
5,230
-74
| -1% | -$9.27K | 0.14% | 71 |
|
|
2017
Q3 | $623K | Buy |
5,304
+128
| +2% | +$15K | 0.14% | 66 |
|
|
2017
Q2 | $540K | Hold |
5,176
| – | – | 0.12% | 71 |
|
|
2017
Q1 | $556K | Sell |
5,176
-125
| -2% | -$13.4K | 0.13% | 69 |
|
|
2016
Q4 | $624K | Sell |
5,301
-6,175
| -54% | -$727K | 0.15% | 63 |
|
|
2016
Q3 | $1.18M | Buy |
11,476
+6,605
| +136% | +$680K | 0.17% | 42 |
|
|
2016
Q2 | $511K | Sell |
4,871
-896
| -16% | -$94K | 0.14% | 65 |
|
|
2016
Q1 | $550K | Hold |
5,767
| – | – | 0.2% | 60 |
|
|
2015
Q4 | $519K | Buy |
5,767
+295
| +5% | +$26.5K | 0.2% | 57 |
|
|
2015
Q3 | $432K | Buy |
5,472
+515
| +10% | +$40.7K | 0.18% | 55 |
|
|
2015
Q2 | $478K | Sell |
4,957
-302
| -6% | -$29.1K | 0.18% | 54 |
|
|
2015
Q1 | $552K | Sell |
5,259
-394
| -7% | -$41.4K | 0.21% | 46 |
|
|
2014
Q4 | $634K | Hold |
5,653
| – | – | 0.26% | 45 |
|
|
2014
Q3 | $674K | Buy |
5,653
+369
| +7% | +$44K | 0.31% | 43 |
|
|
2014
Q2 | $690K | Buy |
5,284
+600
| +13% | +$78.4K | 0.33% | 42 |
|
|
2014
Q1 | $557K | Hold |
4,684
| – | – | 0.29% | 47 |
|
|
2013
Q4 | $585K | Buy |
4,684
+120
| +3% | +$15K | 0.32% | 42 |
|
|
2013
Q3 | $554K | Buy |
4,564
+290
| +7% | +$35.2K | 0.35% | 40 |
|
|
2013
Q2 | $506K | Buy |
+4,274
| New | +$506K | 0.35% | 43 |
|