JWM
Jupiter Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,700
| Closed | -$246K | – | 75 |
|
|
2024
Q4 | $246K | Hold |
1,700
| – | – | 0.12% | 81 |
|
|
2024
Q3 | $250K | Buy |
1,700
+1,000
| +143% | +$147K | 0.13% | 80 |
|
|
2024
Q2 | $112K | Sell |
700
-2,700
| -79% | -$433K | 0.06% | 93 |
|
|
2024
Q1 | $553K | Buy |
+3,400
| New | +$553K | 0.29% | 59 |
|
|
2021
Q3 | – | Sell |
-5,000
| Closed | -$509K | – | 95 |
|
|
2021
Q2 | $509K | Hold |
5,000
| – | – | 0.24% | 65 |
|
|
2021
Q1 | $534K | Hold |
5,000
| – | – | 0.27% | 59 |
|
|
2020
Q4 | $422K | Sell |
5,000
-2,500
| -33% | -$211K | 0.26% | 54 |
|
|
2020
Q3 | $540K | Sell |
7,500
-1,524
| -17% | -$110K | 0.38% | 41 |
|
|
2020
Q2 | $769K | Sell |
9,024
-44,975
| -83% | -$3.83M | 0.38% | 42 |
|
|
2020
Q1 | $4.83M | Buy |
53,999
+608
| +1% | +$54.4K | 2.81% | 14 |
|
|
2019
Q4 | $6.21M | Sell |
53,391
-344
| -0.6% | -$40K | 3% | 12 |
|
|
2019
Q3 | $6.37M | Sell |
53,735
-2,182
| -4% | -$259K | 3.4% | 11 |
|
|
2019
Q2 | $6.94M | Sell |
55,917
-136
| -0.2% | -$16.9K | 3.44% | 11 |
|
|
2019
Q1 | $6.72M | Buy |
+56,053
| New | +$6.72M | 3.24% | 11 |
|