JIM
Jupiter Investment Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $24.8M | Buy |
277,788
+271,485
| +4,307% | +$24.2M | 0.4% | 79 |
|
|
2020
Q1 | $456K | Sell |
6,303
-380,015
| -98% | -$27.5M | 0.01% | 288 |
|
|
2019
Q4 | $46.6M | Sell |
386,318
-66,922
| -15% | -$8.06M | 0.64% | 43 |
|
|
2019
Q3 | $53.8M | Sell |
453,240
-266,653
| -37% | -$31.6M | 0.69% | 40 |
|
|
2019
Q2 | $89.6M | Buy |
719,893
+709,252
| +6,665% | +$88.3M | 0.91% | 40 |
|
|
2019
Q1 | $1.31M | Hold |
10,641
| – | – | 0.01% | 239 |
|
|
2018
Q4 | $1.16M | Sell |
10,641
-53,518
| -83% | -$5.82M | 0.01% | 231 |
|
|
2018
Q3 | $7.85M | Sell |
64,159
-1,211,413
| -95% | -$148M | 0.05% | 168 |
|
|
2018
Q2 | $161M | Buy |
1,275,572
+1,178,664
| +1,216% | +$149M | 1.15% | 29 |
|
|
2018
Q1 | $11.1M | Sell |
96,908
-626,232
| -87% | -$71.4M | 0.09% | 147 |
|
|
2017
Q4 | $90.5M | Buy |
723,140
+681,644
| +1,643% | +$85.3M | 0.83% | 43 |
|
|
2017
Q3 | $4.88M | Sell |
41,496
-62,721
| -60% | -$7.37M | 0.05% | 170 |
|
|
2017
Q2 | $10.9M | Sell |
104,217
-6,732
| -6% | -$702K | 0.13% | 134 |
|
|
2017
Q1 | $11.9M | Sell |
110,949
-395,855
| -78% | -$42.5M | 0.17% | 106 |
|
|
2016
Q4 | $59.7M | Sell |
506,804
-186,546
| -27% | -$22M | 1.03% | 35 |
|
|
2016
Q3 | $71.4M | Buy |
693,350
+269,347
| +64% | +$27.7M | 1.24% | 20 |
|
|
2016
Q2 | $44.4M | Buy |
424,003
+85,833
| +25% | +$9M | 0.83% | 38 |
|
|
2016
Q1 | $32.3M | Buy |
338,170
+133,382
| +65% | +$12.7M | 0.66% | 52 |
|
|
2015
Q4 | $18.4M | Sell |
204,788
-14,804
| -7% | -$1.33M | 0.49% | 69 |
|
|
2015
Q3 | $17.3M | Buy |
219,592
+91,175
| +71% | +$7.19M | 0.49% | 64 |
|
|
2015
Q2 | $12.4M | Buy |
128,417
+119,782
| +1,387% | +$11.6M | 0.36% | 79 |
|
|
2015
Q1 | $906K | Sell |
8,635
-4,165
| -33% | -$437K | 0.03% | 229 |
|
|
2014
Q4 | $1.44M | Sell |
12,800
-12,455
| -49% | -$1.4M | 0.05% | 238 |
|
|
2014
Q3 | $3.01M | Sell |
25,255
-364
| -1% | -$43.4K | 0.15% | 122 |
|
|
2014
Q2 | $3.34M | Buy |
25,619
+6,908
| +37% | +$902K | 0.19% | 119 |
|
|
2014
Q1 | $2.22M | Sell |
18,711
-3,803
| -17% | -$452K | 0.15% | 164 |
|
|
2013
Q4 | $2.81M | Sell |
22,514
-9,374
| -29% | -$1.17M | 0.24% | 135 |
|
|
2013
Q3 | $3.87M | Buy |
31,888
+17,276
| +118% | +$2.1M | 0.37% | 107 |
|
|
2013
Q2 | $1.73M | Buy |
+14,612
| New | +$1.73M | 0.21% | 166 |
|