JNBA Financial 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
Q3 | $692K | Buy |
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|
2025
Q2 | $621K | Sell |
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|
2025
Q1 | $755K | Buy |
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|
2024
Q4 | $629K | Buy |
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|
2024
Q3 | $627K | Hold |
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|
2024
Q2 | $666K | Hold |
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|
2024
Q1 | $672K | Sell |
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|
2023
Q4 | $651K | Buy |
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|
2023
Q3 | $681K | Buy |
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|
2023
Q2 | $617K | Sell |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $714K | Sell |
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|
2022
Q3 | $646K | Hold |
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|
2022
Q2 | $651K | Sell |
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|
2022
Q1 | $788K | Sell |
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|
2021
Q4 | $620K | Buy |
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|
2021
Q3 | $530K | Sell |
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|
2021
Q2 | $553K | Sell |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $446K | Sell |
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|
2020
Q3 | $392K | Buy |
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|
2020
Q2 | $483K | Buy |
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|
2020
Q1 | $387K | Buy |
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|
2019
Q4 | $636K | Sell |
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|
2019
Q3 | $632K | Sell |
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|
2019
Q2 | $697K | Buy |
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|
2019
Q1 | $680K | Buy |
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|
2018
Q4 | $576K | Sell |
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|
2018
Q3 | $4.43M | Buy |
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|
2018
Q2 | $671K | Buy |
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|
2018
Q1 | $596K | Hold |
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|
2017
Q4 | $655K | Sell |
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|
2017
Q3 | $623K | Buy |
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|
2017
Q2 | $540K | Hold |
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|
2017
Q1 | $556K | Sell |
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|
2016
Q4 | $624K | Sell |
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|
2016
Q3 | $1.18M | Buy |
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|
2016
Q2 | $511K | Sell |
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|
2016
Q1 | $550K | Hold |
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|
2015
Q4 | $519K | Buy |
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|
2015
Q3 | $432K | Buy |
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|
2015
Q2 | $478K | Sell |
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|
2015
Q1 | $552K | Sell |
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|
2014
Q4 | $634K | Hold |
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|
2014
Q3 | $674K | Buy |
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|
2014
Q2 | $690K | Buy |
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|
2014
Q1 | $557K | Hold |
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|
2013
Q4 | $585K | Buy |
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|
2013
Q3 | $554K | Buy |
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|
2013
Q2 | $506K | Buy |
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