Scissortail Wealth Management’s Chevron CVX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Sell	5,214 -75	-1%	-$13.7K	0.22%	69
2025 Q4	$806K	Hold	5,289	–	–	0.18%	68
2025 Q3	$821K	Buy	5,289 +179	+4%	+$27.7K	0.18%	73
2025 Q2	$732K	Buy	5,110 +57	+1%	+$8.04K	0.18%	73
2025 Q1	$845K	Buy	5,053 +8	+0.2%	+$1.25K	0.22%	69
2024 Q4	$731K	Buy	5,045 +5,024	+23,924%	+$769K	0.19%	78
2024 Q3	$748K	Sell	21 -6,024	-100%	-$897K	0.18%	74
2024 Q2	$946K	Sell	6,045 -4	-0.1%	-$638	0.24%	69
2024 Q1	$954K	Buy	+6,049	New	+$913K	0.25%	68
2022 Q4	–	Sell	-4,464	Closed	-$797K	–	129
2022 Q3	$797K	Buy	4,464 +422	+10%	+$64.4K	0.41%	47
2022 Q2	$474K	Sell	4,042 -222	-5%	-$36.7K	0.18%	61
2022 Q1	$678K	Buy	4,264 +222	+5%	+$31.8K	0.33%	55
2021 Q4	$474K	Buy	+4,042	New	+$459K	0.18%	61