Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $887K | Buy |
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|
2025
Q2 | $779K | Buy |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $665K | Sell |
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|
2024
Q3 | $683K | Buy |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $709K | Buy |
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|
2023
Q4 | $630K | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $972K | Buy |
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|
2022
Q2 | $847K | Sell |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $962K | Buy |
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|
2021
Q3 | $815K | Buy |
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|
2021
Q2 | $823K | Buy |
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|
2021
Q1 | $823K | Sell |
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|
2020
Q4 | $693K | Sell |
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|
2020
Q3 | $610K | Buy |
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|
2020
Q2 | $583K | Sell |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $2.06M | Buy |
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|
2019
Q2 | $2.02M | Buy |
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|
2019
Q1 | $995K | Buy |
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|
2018
Q4 | $875K | Sell |
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|
2018
Q3 | $1.01M | Sell |
|
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|
2018
Q2 | $1.06M | Buy |
|
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|
2018
Q1 | $905K | Sell |
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|
2017
Q4 | $2.17M | Sell |
|
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|
2017
Q3 | $2.08M | Sell |
|
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|
2017
Q2 | $1.85M | Sell |
|
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|
2017
Q1 | $1.99M | Sell |
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|
2016
Q4 | $2.58M | Sell |
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|
2016
Q3 | $2.31M | Buy |
|
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|
2016
Q2 | $2.34M | Sell |
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|
2016
Q1 | $2.15M | Buy |
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|
2015
Q4 | $1.01M | Sell |
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|
2015
Q3 | $922K | Sell |
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|
2015
Q2 | $1.22M | Buy |
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|
2015
Q1 | $1.31M | Buy |
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|
2014
Q4 | $1.37M | Buy |
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|
2014
Q3 | $718K | Buy |
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|
2014
Q2 | $721K | Buy |
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|
2014
Q1 | $619K | Buy |
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|
2013
Q4 | $632K | Sell |
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|
2013
Q3 | $625K | Sell |
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|
2013
Q2 | $613K | Buy |
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