JPLA
Joseph P. Lucia & Associates’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-336
| Closed | -$49K | – | 172 |
|
|
2022
Q2 | $49K | Buy |
336
+150
| +81% | +$21.9K | 0.03% | 185 |
|
|
2022
Q1 | $30K | Buy |
+186
| New | +$30K | 0.02% | 224 |
|
|
2021
Q4 | – | Sell |
-189
| Closed | -$19K | – | 217 |
|
|
2021
Q3 | $19K | Sell |
189
-105
| -36% | -$10.6K | 0.01% | 311 |
|
|
2021
Q2 | $31K | Hold |
294
| – | – | 0.02% | 262 |
|
|
2021
Q1 | $31K | Sell |
294
-40
| -12% | -$4.22K | 0.01% | 244 |
|
|
2020
Q4 | $28K | Buy |
+334
| New | +$28K | 0.02% | 234 |
|
|
2020
Q3 | – | Sell |
-479
| Closed | -$43K | – | 159 |
|
|
2020
Q2 | $43K | Buy |
479
+215
| +81% | +$19.3K | 0.04% | 179 |
|
|
2020
Q1 | $19K | Hold |
264
| – | – | 0.02% | 226 |
|
|
2019
Q4 | $32K | Hold |
264
| – | – | 0.03% | 208 |
|
|
2019
Q3 | $31K | Hold |
264
| – | – | 0.03% | 210 |
|
|
2019
Q2 | $33K | Sell |
264
-33,177
| -99% | -$4.15M | 0.03% | 210 |
|
|
2019
Q1 | $264 | Buy |
+33,441
| New | +$264 | 0.02% | 204 |
|