LJAC
L.J. Altfest & Co’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
2,456
+133
| +6% | +$19K | 0.04% | 264 |
|
|
2025
Q1 | $389K | Sell |
2,323
-43
| -2% | -$7.19K | 0.05% | 244 |
|
|
2024
Q4 | $343K | Buy |
2,366
+18
| +0.8% | +$2.61K | 0.04% | 253 |
|
|
2024
Q3 | $346K | Buy |
2,348
+180
| +8% | +$26.5K | 0.05% | 261 |
|
|
2024
Q2 | $339K | Buy |
2,168
+62
| +3% | +$9.7K | 0.05% | 241 |
|
|
2024
Q1 | $332K | Buy |
2,106
+3
| +0.1% | +$473 | 0.05% | 243 |
|
|
2023
Q4 | $314K | Buy |
2,103
+2
| +0.1% | +$299 | 0.05% | 247 |
|
|
2023
Q3 | $354K | Sell |
2,101
-362
| -15% | -$61K | 0.06% | 216 |
|
|
2023
Q2 | $388K | Sell |
2,463
-61
| -2% | -$9.61K | 0.06% | 211 |
|
|
2023
Q1 | $412K | Sell |
2,524
-637
| -20% | -$104K | 0.06% | 189 |
|
|
2022
Q4 | $567K | Buy |
3,161
+33
| +1% | +$5.92K | 0.09% | 141 |
|
|
2022
Q3 | $449K | Buy |
3,128
+203
| +7% | +$29.1K | 0.08% | 154 |
|
|
2022
Q2 | $423K | Sell |
2,925
-3
| -0.1% | -$434 | 0.08% | 166 |
|
|
2022
Q1 | $477K | Buy |
2,928
+59
| +2% | +$9.61K | 0.09% | 155 |
|
|
2021
Q4 | $337K | Sell |
2,869
-829
| -22% | -$97.4K | 0.06% | 198 |
|
|
2021
Q3 | $375K | Sell |
3,698
-45
| -1% | -$4.56K | 0.08% | 174 |
|
|
2021
Q2 | $392K | Buy |
3,743
+25
| +0.7% | +$2.62K | 0.08% | 170 |
|
|
2021
Q1 | $390K | Sell |
3,718
-1,203
| -24% | -$126K | 0.09% | 174 |
|
|
2020
Q4 | $416K | Buy |
4,921
+72
| +1% | +$6.09K | 0.1% | 153 |
|
|
2020
Q3 | $349K | Sell |
4,849
-2,457
| -34% | -$177K | 0.09% | 155 |
|
|
2020
Q2 | $652K | Buy |
7,306
+1,692
| +30% | +$151K | 0.19% | 90 |
|
|
2020
Q1 | $407K | Sell |
5,614
-4,384
| -44% | -$318K | 0.13% | 114 |
|
|
2019
Q4 | $1.21M | Buy |
9,998
+1,693
| +20% | +$204K | 0.3% | 50 |
|
|
2019
Q3 | $985K | Sell |
8,305
-116
| -1% | -$13.8K | 0.25% | 60 |
|
|
2019
Q2 | $1.05M | Buy |
8,421
+2,891
| +52% | +$360K | 0.28% | 59 |
|
|
2019
Q1 | $681K | Sell |
5,530
-48
| -0.9% | -$5.91K | 0.17% | 83 |
|
|
2018
Q4 | $607K | Sell |
5,578
-297
| -5% | -$32.3K | 0.17% | 83 |
|
|
2018
Q3 | $718K | Sell |
5,875
-55
| -0.9% | -$6.72K | 0.21% | 85 |
|
|
2018
Q2 | $750K | Buy |
5,930
+6
| +0.1% | +$759 | 0.28% | 75 |
|
|
2018
Q1 | $676K | Sell |
5,924
-700
| -11% | -$79.9K | 0.29% | 79 |
|
|
2017
Q4 | $829K | Buy |
6,624
+1,386
| +26% | +$173K | 0.31% | 72 |
|
|
2017
Q3 | $615K | Sell |
5,238
-57
| -1% | -$6.69K | 0.3% | 84 |
|
|
2017
Q2 | $552K | Sell |
5,295
-94
| -2% | -$9.8K | 0.33% | 88 |
|
|
2017
Q1 | $579K | Sell |
5,389
-88
| -2% | -$9.46K | 0.23% | 78 |
|
|
2016
Q4 | $645K | Sell |
5,477
-71
| -1% | -$8.36K | 0.32% | 70 |
|
|
2016
Q3 | $571K | Buy |
5,548
+40
| +0.7% | +$4.12K | 0.38% | 70 |
|
|
2016
Q2 | $577K | Sell |
5,508
-9,127
| -62% | -$956K | 0.4% | 73 |
|
|
2016
Q1 | $1.4M | Sell |
14,635
-2,949
| -17% | -$281K | 1.44% | 28 |
|
|
2015
Q4 | $1.58M | Sell |
17,584
-503
| -3% | -$45.3K | 1.55% | 22 |
|
|
2015
Q3 | $1.43M | Sell |
18,087
-1,059
| -6% | -$83.6K | 1.41% | 26 |
|
|
2015
Q2 | $1.85M | Sell |
19,146
-32
| -0.2% | -$3.09K | 1.69% | 16 |
|
|
2015
Q1 | $2.01M | Buy |
19,178
+3,794
| +25% | +$398K | 1.87% | 14 |
|
|
2014
Q4 | $1.73M | Buy |
15,384
+372
| +2% | +$41.7K | 1.41% | 24 |
|
|
2014
Q3 | $1.77M | Sell |
15,012
-14
| -0.1% | -$1.65K | 1.74% | 16 |
|
|
2014
Q2 | $1.96M | Buy |
15,026
+1,002
| +7% | +$131K | 1.93% | 12 |
|
|
2014
Q1 | $1.64M | Sell |
14,024
-92
| -0.7% | -$10.8K | 1.52% | 13 |
|
|
2013
Q4 | $1.76M | Buy |
+14,116
| New | +$1.76M | 1.5% | 16 |
|