Shayne & Jacobs LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
2,334
+20
| +0.9% | +$2.86K | 0.11% | 72 |
|
|
2025
Q1 | $387K | Hold |
2,314
| – | – | 0.1% | 71 |
|
|
2024
Q4 | $335K | Hold |
2,314
| – | – | 0.09% | 72 |
|
|
2024
Q3 | $341K | Hold |
2,314
| – | – | 0.09% | 72 |
|
|
2024
Q2 | $362K | Hold |
2,314
| – | – | 0.1% | 72 |
|
|
2024
Q1 | $365K | Hold |
2,314
| – | – | 0.1% | 71 |
|
|
2023
Q4 | $345K | Hold |
2,314
| – | – | 0.11% | 67 |
|
|
2023
Q3 | $390K | Buy |
2,314
+314
| +16% | +$52.9K | 0.13% | 68 |
|
|
2023
Q2 | $315K | Hold |
2,000
| – | – | 0.16% | 26 |
|
|
2023
Q1 | $326K | Hold |
2,000
| – | – | 0.18% | 25 |
|
|
2022
Q4 | $359K | Hold |
2,000
| – | – | 0.2% | 25 |
|
|
2022
Q3 | $287K | Hold |
2,000
| – | – | 0.18% | 27 |
|
|
2022
Q2 | $290K | Hold |
2,000
| – | – | 0.17% | 28 |
|
|
2022
Q1 | $326K | Hold |
2,000
| – | – | 0.16% | 29 |
|
|
2021
Q4 | $235K | Hold |
2,000
| – | – | 0.13% | 35 |
|
|
2021
Q3 | $203K | Hold |
2,000
| – | – | 0.12% | 36 |
|
|
2021
Q2 | $209K | Hold |
2,000
| – | – | 0.12% | 36 |
|
|
2021
Q1 | $210K | Buy |
+2,000
| New | +$210K | 0.13% | 35 |
|