Johnson Financial Group LLC (Colorado)’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,812
| Closed | -$303K | – | 81 |
|
|
2025
Q1 | $303K | Buy |
+1,812
| New | +$303K | 0.03% | 69 |
|
|
2021
Q3 | – | Sell |
-3,501
| Closed | -$367K | – | 77 |
|
|
2021
Q2 | $367K | Buy |
3,501
+1,331
| +61% | +$140K | 0.07% | 59 |
|
|
2021
Q1 | $227K | Buy |
+2,170
| New | +$227K | 0.05% | 62 |
|
|
2020
Q2 | – | Sell |
-10,284
| Closed | -$745K | – | 27 |
|
|
2020
Q1 | $745K | Sell |
10,284
-15
| -0.1% | -$1.09K | 0.57% | 10 |
|
|
2019
Q4 | $1.24M | Buy |
10,299
+15
| +0.1% | +$1.81K | 0.82% | 10 |
|
|
2019
Q3 | $1.22M | Sell |
10,284
-15
| -0.1% | -$1.78K | 0.84% | 9 |
|
|
2019
Q2 | $1.28M | Buy |
+10,299
| New | +$1.28M | 0.81% | 9 |
|
|
2018
Q1 | $403K | Buy |
3,535
+579
| +20% | +$66K | 0.33% | 21 |
|
|
2017
Q4 | $370K | Sell |
2,956
-744
| -20% | -$93.1K | 0.28% | 37 |
|
|
2017
Q3 | $434K | Buy |
3,700
+101
| +3% | +$11.8K | 0.36% | 21 |
|
|
2017
Q2 | $375K | Buy |
3,599
+119
| +3% | +$12.4K | 0.32% | 23 |
|
|
2017
Q1 | $374K | Sell |
3,480
-2,563
| -42% | -$275K | 0.43% | 20 |
|
|
2016
Q4 | $711K | Buy |
+6,043
| New | +$711K | 0.57% | 24 |
|