SHJ
Sharkey, Howes & Javer’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,536
| Closed | -$257K | – | 155 |
|
|
2025
Q1 | $257K | Sell |
1,536
-946
| -38% | -$158K | 0.04% | 133 |
|
|
2024
Q4 | $360K | Buy |
2,482
+1,088
| +78% | +$158K | 0.05% | 119 |
|
|
2024
Q3 | $205K | Sell |
1,394
-161
| -10% | -$23.7K | 0.03% | 141 |
|
|
2024
Q2 | $243K | Hold |
1,555
| – | – | 0.04% | 107 |
|
|
2024
Q1 | $245K | Buy |
1,555
+25
| +2% | +$3.94K | 0.04% | 111 |
|
|
2023
Q4 | $228K | Hold |
1,530
| – | – | 0.04% | 105 |
|
|
2023
Q3 | $258K | Sell |
1,530
-6
| -0.4% | -$1.01K | 0.05% | 95 |
|
|
2023
Q2 | $242K | Hold |
1,536
| – | – | 0.05% | 88 |
|
|
2023
Q1 | $251K | Sell |
1,536
-922
| -38% | -$150K | 0.05% | 85 |
|
|
2022
Q4 | $441K | Hold |
2,458
| – | – | 0.1% | 73 |
|
|
2022
Q3 | $353K | Sell |
2,458
-304
| -11% | -$43.7K | 0.08% | 87 |
|
|
2022
Q2 | $400K | Buy |
2,762
+1,232
| +81% | +$178K | 0.1% | 64 |
|
|
2022
Q1 | $249K | Sell |
1,530
-586
| -28% | -$95.4K | 0.06% | 71 |
|
|
2021
Q4 | $248K | Hold |
2,116
| – | – | 0.06% | 77 |
|
|
2021
Q3 | $215K | Buy |
2,116
+202
| +11% | +$20.5K | 0.06% | 75 |
|
|
2021
Q2 | $200K | Hold |
1,914
| – | – | 0.05% | 77 |
|
|
2021
Q1 | $201K | Buy |
+1,914
| New | +$201K | 0.06% | 77 |
|
|
2020
Q1 | – | Sell |
-2,312
| Closed | -$279K | – | 63 |
|
|
2019
Q4 | $279K | Buy |
2,312
+78
| +3% | +$9.41K | 0.12% | 53 |
|
|
2019
Q3 | $265K | Hold |
2,234
| – | – | 0.11% | 50 |
|
|
2019
Q2 | $278K | Hold |
2,234
| – | – | 0.13% | 47 |
|
|
2019
Q1 | $275K | Hold |
2,234
| – | – | 0.13% | 48 |
|
|
2018
Q4 | $243K | Hold |
2,234
| – | – | 0.16% | 42 |
|
|
2018
Q3 | $273K | Hold |
2,234
| – | – | 0.14% | 40 |
|
|
2018
Q2 | $282K | Hold |
2,234
| – | – | 0.16% | 35 |
|
|
2018
Q1 | $254K | Hold |
2,234
| – | – | 0.14% | 32 |
|
|
2017
Q4 | $280K | Hold |
2,234
| – | – | 0.16% | 30 |
|
|
2017
Q3 | $265K | Sell |
2,234
-100
| -4% | -$11.9K | 0.14% | 32 |
|
|
2017
Q2 | $244K | Sell |
2,334
-100
| -4% | -$10.5K | 0.14% | 32 |
|
|
2017
Q1 | $261K | Buy |
2,434
+320
| +15% | +$34.3K | 0.14% | 30 |
|
|
2016
Q4 | $249K | Sell |
2,114
-430
| -17% | -$50.6K | 0.15% | 29 |
|
|
2016
Q3 | $262K | Hold |
2,544
| – | – | 0.16% | 28 |
|
|
2016
Q2 | $267K | Hold |
2,544
| – | – | 0.17% | 29 |
|
|
2016
Q1 | $243K | Hold |
2,544
| – | – | 0.18% | 32 |
|
|
2015
Q4 | $229K | Hold |
2,544
| – | – | 0.16% | 34 |
|
|
2015
Q3 | $193K | Sell |
2,544
-200
| -7% | -$15.2K | 0.15% | 38 |
|
|
2015
Q2 | $265K | Sell |
2,744
-203
| -7% | -$19.6K | 0.2% | 21 |
|
|
2015
Q1 | $309K | Buy |
+2,947
| New | +$309K | 0.2% | 30 |
|