JIC
Joel Isaacson & Co’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
15,642
-238
| -1% | -$34.1K | 0.09% | 103 |
|
|
2025
Q1 | $2.66M | Buy |
15,880
+469
| +3% | +$78.5K | 0.12% | 83 |
|
|
2024
Q4 | $2.23M | Buy |
15,411
+488
| +3% | +$70.7K | 0.1% | 97 |
|
|
2024
Q3 | $2.2M | Sell |
14,923
-98
| -0.7% | -$14.4K | 0.1% | 93 |
|
|
2024
Q2 | $2.35M | Sell |
15,021
-2,165
| -13% | -$339K | 0.12% | 75 |
|
|
2024
Q1 | $2.71M | Buy |
17,186
+160
| +0.9% | +$25.2K | 0.15% | 70 |
|
|
2023
Q4 | $2.54M | Buy |
17,026
+102
| +0.6% | +$15.2K | 0.16% | 63 |
|
|
2023
Q3 | $2.85M | Buy |
16,924
+4
| +0% | +$674 | 0.2% | 50 |
|
|
2023
Q2 | $2.66M | Sell |
16,920
-95
| -0.6% | -$14.9K | 0.18% | 54 |
|
|
2023
Q1 | $2.78M | Sell |
17,015
-1,185
| -7% | -$193K | 0.2% | 54 |
|
|
2022
Q4 | $3.27M | Sell |
18,200
-510
| -3% | -$91.5K | 0.25% | 44 |
|
|
2022
Q3 | $2.69M | Buy |
18,710
+155
| +0.8% | +$22.3K | 0.23% | 49 |
|
|
2022
Q2 | $2.69M | Buy |
18,555
+227
| +1% | +$32.9K | 0.23% | 49 |
|
|
2022
Q1 | $3.19M | Buy |
18,328
+2,042
| +13% | +$355K | 0.23% | 47 |
|
|
2021
Q4 | $1.91M | Buy |
16,286
+5,549
| +52% | +$651K | 0.13% | 77 |
|
|
2021
Q3 | $1.09M | Buy |
10,737
+118
| +1% | +$12K | 0.08% | 105 |
|
|
2021
Q2 | $1.11M | Buy |
10,619
+203
| +2% | +$21.3K | 0.09% | 100 |
|
|
2021
Q1 | $1.09M | Buy |
10,416
+303
| +3% | +$31.7K | 0.1% | 87 |
|
|
2020
Q4 | $854K | Sell |
10,113
-56
| -0.6% | -$4.73K | 0.08% | 98 |
|
|
2020
Q3 | $732K | Sell |
10,169
-300
| -3% | -$21.6K | 0.1% | 96 |
|
|
2020
Q2 | $934K | Buy |
10,469
+92
| +0.9% | +$8.21K | 0.13% | 78 |
|
|
2020
Q1 | $752K | Sell |
10,377
-2,097
| -17% | -$152K | 0.13% | 77 |
|
|
2019
Q4 | $1.5M | Buy |
12,474
+3
| +0% | +$361 | 0.2% | 53 |
|
|
2019
Q3 | $1.48M | Buy |
12,471
+193
| +2% | +$22.9K | 0.21% | 47 |
|
|
2019
Q2 | $1.53M | Sell |
12,278
-7,893
| -39% | -$982K | 0.22% | 49 |
|
|
2019
Q1 | $2.49M | Sell |
20,171
-234
| -1% | -$28.8K | 0.36% | 36 |
|
|
2018
Q4 | $2.3M | Buy |
20,405
+9,391
| +85% | +$1.06M | 0.36% | 35 |
|
|
2018
Q3 | $1.35M | Buy |
11,014
+284
| +3% | +$34.7K | 0.21% | 48 |
|
|
2018
Q2 | $1.36M | Buy |
10,730
+800
| +8% | +$101K | 0.23% | 49 |
|
|
2018
Q1 | $1.13M | Sell |
9,930
-50
| -0.5% | -$5.7K | 0.2% | 54 |
|
|
2017
Q4 | $1.25M | Sell |
9,980
-707
| -7% | -$88.5K | 0.22% | 50 |
|
|
2017
Q3 | $1.26M | Buy |
10,687
+75
| +0.7% | +$8.81K | 0.23% | 50 |
|
|
2017
Q2 | $1.11M | Hold |
10,612
| – | – | 0.21% | 53 |
|
|
2017
Q1 | $1.14M | Sell |
10,612
-106
| -1% | -$11.4K | 0.22% | 52 |
|
|
2016
Q4 | $1.26M | Buy |
10,718
+531
| +5% | +$62.5K | 0.25% | 43 |
|
|
2016
Q3 | $1.05M | Buy |
10,187
+428
| +4% | +$44K | 0.22% | 47 |
|
|
2016
Q2 | $1.02M | Sell |
9,759
-187
| -2% | -$19.6K | 0.22% | 47 |
|
|
2016
Q1 | $949K | Buy |
9,946
+408
| +4% | +$38.9K | 0.21% | 51 |
|
|
2015
Q4 | $858K | Sell |
9,538
-102
| -1% | -$9.18K | 0.21% | 52 |
|
|
2015
Q3 | $760K | Buy |
9,640
+350
| +4% | +$27.6K | 0.2% | 54 |
|
|
2015
Q2 | $896K | Sell |
9,290
-1,302
| -12% | -$126K | 0.23% | 53 |
|
|
2015
Q1 | $1.11M | Buy |
10,592
+406
| +4% | +$42.6K | 0.28% | 46 |
|
|
2014
Q4 | $1.14M | Buy |
10,186
+617
| +6% | +$69.2K | 0.31% | 41 |
|
|
2014
Q3 | $1.14M | Buy |
9,569
+14
| +0.1% | +$1.67K | 0.35% | 38 |
|
|
2014
Q2 | $1.25M | Sell |
9,555
-150
| -2% | -$19.6K | 0.39% | 34 |
|
|
2014
Q1 | $1.15M | Sell |
9,705
-300
| -3% | -$35.7K | 0.39% | 35 |
|
|
2013
Q4 | $1.25M | Buy |
10,005
+308
| +3% | +$38.5K | 0.45% | 30 |
|
|
2013
Q3 | $1.18M | Buy |
9,697
+1,254
| +15% | +$152K | 0.48% | 28 |
|
|
2013
Q2 | $999K | Buy |
+8,443
| New | +$999K | 0.47% | 33 |
|