Jones Financial Companies’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Buy |
832,799
+135,788
| +19% | +$19.5M | 0.09% | 71 |
|
|
2025
Q1 | $116M | Buy |
697,011
+142,662
| +26% | +$23.7M | 0.1% | 66 |
|
|
2024
Q4 | $80.3M | Buy |
554,349
+152,164
| +38% | +$22M | 0.08% | 71 |
|
|
2024
Q3 | $58.7M | Buy |
402,185
+147,123
| +58% | +$21.5M | 0.06% | 69 |
|
|
2024
Q2 | $39.9M | Buy |
255,062
+135,309
| +113% | +$21.2M | 0.05% | 67 |
|
|
2024
Q1 | $18.9M | Buy |
119,753
+15,826
| +15% | +$2.5M | 0.03% | 81 |
|
|
2023
Q4 | $15.5M | Buy |
103,927
+3,317
| +3% | +$495K | 0.02% | 80 |
|
|
2023
Q3 | $17M | Sell |
100,610
-4,137
| -4% | -$698K | 0.03% | 71 |
|
|
2023
Q2 | $16.5M | Buy |
104,747
+185
| +0.2% | +$29.1K | 0.03% | 72 |
|
|
2023
Q1 | $17.1M | Sell |
104,562
-133
| -0.1% | -$21.7K | 0.03% | 71 |
|
|
2022
Q4 | $18.8M | Sell |
104,695
-1,761
| -2% | -$316K | 0.03% | 69 |
|
|
2022
Q3 | $15.3M | Sell |
106,456
-3,432
| -3% | -$493K | 0.03% | 67 |
|
|
2022
Q2 | $15.9M | Sell |
109,888
-7,777
| -7% | -$1.13M | 0.03% | 65 |
|
|
2022
Q1 | $19.2M | Sell |
117,665
-3,708
| -3% | -$604K | 0.03% | 65 |
|
|
2021
Q4 | $14.2M | Sell |
121,373
-551
| -0.5% | -$64.7K | 0.02% | 79 |
|
|
2021
Q3 | $12.4M | Sell |
121,924
-6,720
| -5% | -$682K | 0.02% | 84 |
|
|
2021
Q2 | $13.5M | Sell |
128,644
-2,199
| -2% | -$230K | 0.02% | 81 |
|
|
2021
Q1 | $13.7M | Buy |
130,843
+2,206
| +2% | +$231K | 0.02% | 78 |
|
|
2020
Q4 | $10.9M | Sell |
128,637
-4,726
| -4% | -$399K | 0.02% | 85 |
|
|
2020
Q3 | $9.6M | Buy |
133,363
+4,107
| +3% | +$296K | 0.02% | 85 |
|
|
2020
Q2 | $11.5M | Sell |
129,256
-6,580
| -5% | -$587K | 0.03% | 75 |
|
|
2020
Q1 | $9.84M | Buy |
135,836
+39,091
| +40% | +$2.83M | 0.02% | 75 |
|
|
2019
Q4 | $11.7M | Sell |
96,745
-4,036
| -4% | -$486K | 0.02% | 74 |
|
|
2019
Q3 | $12M | Buy |
100,781
+584
| +0.6% | +$69.3K | 0.03% | 73 |
|
|
2019
Q2 | $12.5M | Buy |
100,197
+3,517
| +4% | +$438K | 0.03% | 69 |
|
|
2019
Q1 | $11.9M | Sell |
96,680
-1,391
| -1% | -$171K | 0.03% | 70 |
|
|
2018
Q4 | $10.7M | Sell |
98,071
-2,508
| -2% | -$273K | 0.03% | 64 |
|
|
2018
Q3 | $12.3M | Sell |
100,579
-641
| -0.6% | -$78.4K | 0.03% | 64 |
|
|
2018
Q2 | $12.8M | Sell |
101,220
-4,924
| -5% | -$623K | 0.03% | 57 |
|
|
2018
Q1 | $12.1M | Sell |
106,144
-2,959
| -3% | -$337K | 0.03% | 57 |
|
|
2017
Q4 | $13.7M | Sell |
109,103
-1,401
| -1% | -$175K | 0.03% | 52 |
|
|
2017
Q3 | $13M | Sell |
110,504
-5,476
| -5% | -$643K | 0.04% | 52 |
|
|
2017
Q2 | $12.1M | Sell |
115,980
-9,832
| -8% | -$1.03M | 0.04% | 56 |
|
|
2017
Q1 | $13.5M | Sell |
125,812
-7,931
| -6% | -$852K | 0.04% | 49 |
|
|
2016
Q4 | $15.7M | Sell |
133,743
-4,802
| -3% | -$565K | 0.06% | 42 |
|
|
2016
Q3 | $14.3M | Sell |
138,545
-5,765
| -4% | -$593K | 0.06% | 44 |
|
|
2016
Q2 | $15.1M | Buy |
144,310
+1,287
| +0.9% | +$135K | 0.06% | 38 |
|
|
2016
Q1 | $13.6M | Buy |
143,023
+6,521
| +5% | +$622K | 0.08% | 29 |
|
|
2015
Q4 | $12.3M | Buy |
136,502
+16,772
| +14% | +$1.51M | 0.08% | 34 |
|
|
2015
Q3 | $9.44M | Sell |
119,730
-21,471
| -15% | -$1.69M | 0.06% | 44 |
|
|
2015
Q2 | $13.6M | Sell |
141,201
-4,608
| -3% | -$445K | 0.09% | 30 |
|
|
2015
Q1 | $15.3M | Buy |
145,809
+48,315
| +50% | +$5.07M | 0.1% | 25 |
|
|
2014
Q4 | $10.9M | Sell |
97,494
-23,283
| -19% | -$2.61M | 0.08% | 39 |
|
|
2014
Q3 | $14.4M | Buy |
120,777
+7,431
| +7% | +$887K | 0.1% | 26 |
|
|
2014
Q2 | $14.8M | Buy |
113,346
+1,252
| +1% | +$163K | 0.11% | 25 |
|
|
2014
Q1 | $13.3M | Sell |
112,094
-2,820
| -2% | -$335K | 0.11% | 25 |
|
|
2013
Q4 | $14.4M | Buy |
114,914
+9,319
| +9% | +$1.16M | 0.13% | 24 |
|
|
2013
Q3 | $12.8M | Buy |
105,595
+3,685
| +4% | +$448K | 0.12% | 24 |
|
|
2013
Q2 | $12.1M | Buy |
+101,910
| New | +$12.1M | 0.13% | 25 |
|