JT Stratford LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $361K | Sell |
2,520
-477
| -16% | -$68.3K | 0.05% | 224 |
|
2025
Q1 | $501K | Buy |
2,997
+445
| +17% | +$74.4K | 0.09% | 200 |
|
2024
Q4 | $370K | Sell |
2,552
-314
| -11% | -$45.5K | 0.06% | 217 |
|
2024
Q3 | $422K | Sell |
2,866
-1,228
| -30% | -$181K | 0.07% | 213 |
|
2024
Q2 | $640K | Sell |
4,094
-37
| -0.9% | -$5.79K | 0.12% | 169 |
|
2024
Q1 | $652K | Sell |
4,131
-171
| -4% | -$27K | 0.13% | 170 |
|
2023
Q4 | $642K | Sell |
4,302
-801
| -16% | -$119K | 0.15% | 160 |
|
2023
Q3 | $860K | Sell |
5,103
-117
| -2% | -$19.7K | 0.22% | 119 |
|
2023
Q2 | $821K | Buy |
5,220
+344
| +7% | +$54.1K | 0.22% | 109 |
|
2023
Q1 | $796K | Sell |
4,876
-5,299
| -52% | -$865K | 0.23% | 107 |
|
2022
Q4 | $1.83M | Sell |
10,175
-3,677
| -27% | -$660K | 0.58% | 40 |
|
2022
Q3 | $1.99M | Sell |
13,852
-1,103
| -7% | -$158K | 0.71% | 36 |
|
2022
Q2 | $2.17M | Buy |
14,955
+529
| +4% | +$76.6K | 0.69% | 36 |
|
2022
Q1 | $2.35M | Sell |
14,426
-5,681
| -28% | -$925K | 0.69% | 42 |
|
2021
Q4 | $2.36M | Buy |
20,107
+8,489
| +73% | +$996K | 0.65% | 47 |
|
2021
Q3 | $1.18M | Buy |
11,618
+112
| +1% | +$11.4K | 0.36% | 71 |
|
2021
Q2 | $1.21M | Buy |
11,506
+12
| +0.1% | +$1.26K | 0.39% | 74 |
|
2021
Q1 | $1.2M | Buy |
11,494
+618
| +6% | +$64.7K | 0.42% | 61 |
|
2020
Q4 | $918K | Sell |
10,876
-779
| -7% | -$65.8K | 0.34% | 75 |
|
2020
Q3 | $839K | Sell |
11,655
-2,484
| -18% | -$179K | 0.36% | 68 |
|
2020
Q2 | $1.26M | Buy |
14,139
+10,579
| +297% | +$944K | 0.65% | 54 |
|
2020
Q1 | $258K | Buy |
3,560
+698
| +24% | +$50.6K | 0.16% | 93 |
|
2019
Q4 | $345K | Sell |
2,862
-1,390
| -33% | -$168K | 0.16% | 105 |
|
2019
Q3 | $504K | Buy |
4,252
+1,987
| +88% | +$236K | 0.28% | 89 |
|
2019
Q2 | $282K | Buy |
+2,265
| New | +$282K | 0.16% | 110 |
|
2019
Q1 | – | Sell |
-2,039
| Closed | -$222K | – | 123 |
|
2018
Q4 | $222K | Buy |
2,039
+220
| +12% | +$24K | 0.15% | 91 |
|
2018
Q3 | $222K | Buy |
1,819
+193
| +12% | +$23.6K | 0.13% | 99 |
|
2018
Q2 | $206K | Sell |
1,626
-191
| -11% | -$24.2K | 0.13% | 93 |
|
2018
Q1 | $207K | Buy |
+1,817
| New | +$207K | 0.13% | 102 |
|
2017
Q2 | – | Sell |
-2,215
| Closed | -$238K | – | 108 |
|
2017
Q1 | $238K | Sell |
2,215
-1,805
| -45% | -$194K | 0.18% | 96 |
|
2016
Q4 | $473K | Buy |
+4,020
| New | +$473K | 0.4% | 67 |
|