JBA
Johnson Bixby & Associates’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
2,083
+3
| +0.1% | +$429 | 0.04% | 95 |
|
|
2025
Q1 | $348K | Buy |
2,080
+2
| +0.1% | +$335 | 0.05% | 85 |
|
|
2024
Q4 | $301K | Sell |
2,078
-80
| -4% | -$11.6K | 0.05% | 91 |
|
|
2024
Q3 | $318K | Hold |
2,158
| – | – | 0.05% | 86 |
|
|
2024
Q2 | $338K | Sell |
2,158
-1,837
| -46% | -$287K | 0.06% | 81 |
|
|
2024
Q1 | $630K | Buy |
3,995
+1,685
| +73% | +$266K | 0.11% | 56 |
|
|
2023
Q4 | $345K | Hold |
2,310
| – | – | 0.07% | 77 |
|
|
2023
Q3 | $390K | Sell |
2,310
-134
| -5% | -$22.6K | 0.08% | 63 |
|
|
2023
Q2 | $385K | Buy |
2,444
+84
| +4% | +$13.2K | 0.08% | 67 |
|
|
2023
Q1 | $385K | Sell |
2,360
-50
| -2% | -$8.16K | 0.09% | 65 |
|
|
2022
Q4 | $433K | Buy |
2,410
+10
| +0.4% | +$1.8K | 0.1% | 60 |
|
|
2022
Q3 | $345K | Buy |
2,400
+195
| +9% | +$28K | 0.09% | 68 |
|
|
2022
Q2 | $319K | Buy |
2,205
+602
| +38% | +$87.1K | 0.08% | 73 |
|
|
2022
Q1 | $261K | Buy |
+1,603
| New | +$261K | 0.07% | 78 |
|