WJWM
Williams Jones Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
101,034
-2,427
| -2% | -$348K | 0.17% | 81 |
|
|
2025
Q1 | $17.3M | Buy |
103,461
+1,287
| +1% | +$215K | 0.22% | 71 |
|
|
2024
Q4 | $14.8M | Sell |
102,174
-11,806
| -10% | -$1.71M | 0.18% | 82 |
|
|
2024
Q3 | $16.8M | Sell |
113,980
-15,125
| -12% | -$2.23M | 0.2% | 80 |
|
|
2024
Q2 | $20.2M | Sell |
129,105
-370
| -0.3% | -$57.9K | 0.25% | 74 |
|
|
2024
Q1 | $20.4M | Sell |
129,475
-6,879
| -5% | -$1.09M | 0.26% | 71 |
|
|
2023
Q4 | $20.3M | Sell |
136,354
-13,877
| -9% | -$2.07M | 0.28% | 70 |
|
|
2023
Q3 | $25.3M | Sell |
150,231
-568
| -0.4% | -$95.8K | 0.39% | 53 |
|
|
2023
Q2 | $23.7M | Sell |
150,799
-12,452
| -8% | -$1.96M | 0.36% | 59 |
|
|
2023
Q1 | $26.6M | Sell |
163,251
-4,455
| -3% | -$727K | 0.42% | 51 |
|
|
2022
Q4 | $30.1M | Buy |
167,706
+5,926
| +4% | +$1.06M | 0.5% | 44 |
|
|
2022
Q3 | $23.2M | Buy |
161,780
+25,593
| +19% | +$3.68M | 0.4% | 54 |
|
|
2022
Q2 | $19.7M | Buy |
136,187
+11,737
| +9% | +$1.7M | 0.32% | 66 |
|
|
2022
Q1 | $20.3M | Buy |
124,450
+17,901
| +17% | +$2.91M | 0.28% | 66 |
|
|
2021
Q4 | $12.5M | Buy |
106,549
+3,271
| +3% | +$384K | 0.16% | 90 |
|
|
2021
Q3 | $10.5M | Sell |
103,278
-2,852
| -3% | -$289K | 0.15% | 95 |
|
|
2021
Q2 | $11.1M | Buy |
106,130
+567
| +0.5% | +$59.4K | 0.16% | 91 |
|
|
2021
Q1 | $11.1M | Buy |
105,563
+10,112
| +11% | +$1.06M | 0.17% | 89 |
|
|
2020
Q4 | $8.06M | Sell |
95,451
-10,376
| -10% | -$876K | 0.13% | 94 |
|
|
2020
Q3 | $7.62M | Sell |
105,827
-6,253
| -6% | -$450K | 0.14% | 91 |
|
|
2020
Q2 | $10M | Sell |
112,080
-32
| -0% | -$2.86K | 0.2% | 78 |
|
|
2020
Q1 | $8.12M | Sell |
112,112
-26,274
| -19% | -$1.9M | 0.21% | 76 |
|
|
2019
Q4 | $16.7M | Sell |
138,386
-2,388
| -2% | -$288K | 0.32% | 67 |
|
|
2019
Q3 | $16.7M | Buy |
+140,774
| New | +$16.7M | 0.34% | 64 |
|