JFA
Johanson Financial Advisors’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $376K | Buy |
+3,201
| New | +$376K | 0.12% | 98 |
|
|
2021
Q2 | – | Sell |
-1,955
| Closed | -$204K | – | 121 |
|
|
2021
Q1 | $204K | Sell |
1,955
-1,100
| -36% | -$115K | 0.07% | 112 |
|
|
2020
Q4 | $258K | Sell |
3,055
-1,211
| -28% | -$102K | 0.1% | 97 |
|
|
2020
Q3 | $310K | Sell |
4,266
-1,763
| -29% | -$128K | 0.14% | 88 |
|
|
2020
Q2 | $538K | Sell |
6,029
-206
| -3% | -$18.4K | 0.27% | 66 |
|
|
2020
Q1 | $450K | Sell |
6,235
-1,392,928
| -100% | -$101M | 0.26% | 65 |
|
|
2019
Q4 | $11.6M | Buy |
1,399,163
+1,387,127
| +11,525% | +$11.5M | 0.55% | 36 |
|
|
2019
Q3 | $1.43M | Sell |
12,036
-2,241
| -16% | -$266K | 0.74% | 38 |
|
|
2019
Q2 | $1.78M | Sell |
14,277
-479
| -3% | -$59.8K | 0.95% | 35 |
|
|
2019
Q1 | $1.82M | Buy |
14,756
+5,467
| +59% | +$674K | 1.02% | 33 |
|
|
2018
Q4 | $1.01M | Buy |
9,289
+1,162
| +14% | +$126K | 0.68% | 38 |
|
|
2018
Q3 | $997K | Sell |
8,127
-149
| -2% | -$18.3K | 0.58% | 42 |
|
|
2018
Q2 | $1.05M | Sell |
8,276
-315
| -4% | -$39.9K | 0.67% | 38 |
|
|
2018
Q1 | $981K | Sell |
8,591
-350
| -4% | -$40K | 0.65% | 38 |
|
|
2017
Q4 | $1.12M | Sell |
8,941
-439
| -5% | -$55K | 0.74% | 35 |
|
|
2017
Q3 | $1.1M | Sell |
9,380
-1,258
| -12% | -$148K | 0.8% | 32 |
|
|
2017
Q2 | $1.11M | Sell |
10,638
-2,040
| -16% | -$213K | 0.91% | 29 |
|
|
2017
Q1 | $1.36M | Buy |
+12,678
| New | +$1.36M | 1.2% | 23 |
|
|
2016
Q4 | – | Sell |
-12,917
| Closed | -$1.33M | – | 20 |
|
|
2016
Q3 | $1.33M | Sell |
12,917
-118
| -0.9% | -$12.1K | 1.43% | 22 |
|
|
2016
Q2 | $1.36M | Buy |
13,035
+286
| +2% | +$29.9K | 1.6% | 18 |
|
|
2016
Q1 | $1.22M | Buy |
12,749
+1,233
| +11% | +$118K | 1.5% | 19 |
|
|
2015
Q4 | $1.03M | Buy |
+11,516
| New | +$1.03M | 1.35% | 22 |
|