JWS
Juncture Wealth Strategies’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
4,466
+343
| +8% | +$49.1K | 0.23% | 58 |
|
|
2025
Q1 | $690K | Buy |
4,123
+228
| +6% | +$38.1K | 0.27% | 64 |
|
|
2024
Q4 | $564K | Buy |
3,895
+1,392
| +56% | +$202K | 0.21% | 67 |
|
|
2024
Q3 | $369K | Buy |
2,503
+750
| +43% | +$110K | 0.14% | 88 |
|
|
2024
Q2 | $274K | Sell |
1,753
-95
| -5% | -$14.9K | 0.11% | 88 |
|
|
2024
Q1 | $291K | Sell |
1,848
-62
| -3% | -$9.78K | 0.13% | 88 |
|
|
2023
Q4 | $285K | Sell |
1,910
-176
| -8% | -$26.3K | 0.13% | 91 |
|
|
2023
Q3 | $352K | Sell |
2,086
-5
| -0.2% | -$843 | 0.17% | 98 |
|
|
2023
Q2 | $329K | Sell |
2,091
-204
| -9% | -$32.1K | 0.15% | 101 |
|
|
2023
Q1 | $374K | Sell |
2,295
-455
| -17% | -$74.2K | 0.18% | 90 |
|
|
2022
Q4 | $494K | Buy |
2,750
+49
| +2% | +$8.8K | 0.24% | 73 |
|
|
2022
Q3 | $388K | Buy |
2,701
+735
| +37% | +$106K | 0.19% | 80 |
|
|
2022
Q2 | $285K | Buy |
+1,966
| New | +$285K | 0.14% | 95 |
|