JTC Employer Solutions Trustee’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
3,186
-11,992
| -79% | -$1.72M | 0.04% | 82 |
|
|
2025
Q1 | $2.54M | Hold |
15,178
| – | – | 0.21% | 38 |
|
|
2024
Q4 | $2.17M | Hold |
15,178
| – | – | 0.15% | 46 |
|
|
2024
Q3 | $2.24M | Hold |
15,178
| – | – | 0.15% | 47 |
|
|
2024
Q2 | $2.37M | Hold |
15,178
| – | – | 0.16% | 41 |
|
|
2024
Q1 | $2.37M | Hold |
15,178
| – | – | 0.15% | 43 |
|
|
2023
Q4 | $2.28M | Buy |
15,178
+11,992
| +376% | +$1.8M | 0.21% | 45 |
|
|
2023
Q3 | $538K | Hold |
3,186
| – | – | 0.05% | 74 |
|
|
2023
Q2 | $501K | Hold |
3,186
| – | – | 0.05% | 77 |
|
|
2023
Q1 | $520K | Hold |
3,186
| – | – | 0.06% | 76 |
|
|
2022
Q4 | $572K | Hold |
3,186
| – | – | 0.05% | 78 |
|
|
2022
Q3 | $458K | Buy |
3,186
+479
| +18% | +$68.9K | 0.08% | 70 |
|
|
2022
Q2 | $392K | Hold |
2,707
| – | – | 0.05% | 70 |
|
|
2022
Q1 | $441K | Hold |
2,707
| – | – | 0.05% | 71 |
|
|
2021
Q4 | $318K | Hold |
2,707
| – | – | 0.04% | 85 |
|
|
2021
Q3 | $275K | Hold |
2,707
| – | – | 0.04% | 89 |
|
|
2021
Q2 | $283K | Buy |
+2,707
| New | +$283K | 0.04% | 76 |
|