JWM
JPL Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.25M | Buy |
43,624
+202
| +0.5% | +$28.9K | 1.69% | 12 |
|
|
2025
Q1 | $7.26M | Buy |
43,422
+1,728
| +4% | +$289K | 2.07% | 8 |
|
|
2024
Q4 | $6.04M | Buy |
+41,694
| New | +$6.04M | 1.73% | 11 |
|
|
2024
Q2 | $4.39M | Buy |
28,050
+1,550
| +6% | +$242K | 2.15% | 8 |
|
|
2024
Q1 | $4.18M | Buy |
26,500
+6,999
| +36% | +$1.1M | 2.31% | 4 |
|
|
2023
Q4 | $2.91M | Buy |
+19,501
| New | +$2.91M | 2.1% | 5 |
|