Smallwood Wealth Investment Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $712K | Sell |
4,256
-696
| -14% | -$116K | 0.45% | 34 |
|
|
2024
Q4 | $717K | Hold |
4,952
| – | – | 0.49% | 31 |
|
|
2024
Q3 | $729K | Sell |
4,952
-13
| -0.3% | -$1.92K | 0.52% | 29 |
|
|
2024
Q2 | $777K | Buy |
4,965
+159
| +3% | +$24.9K | 0.6% | 26 |
|
|
2024
Q1 | $758K | Hold |
4,806
| – | – | 0.59% | 28 |
|
|
2023
Q4 | $717K | Sell |
4,806
-375
| -7% | -$55.9K | 0.59% | 28 |
|
|
2023
Q3 | $874K | Buy |
5,181
+1
| +0% | +$169 | 0.8% | 25 |
|
|
2023
Q2 | $815K | Hold |
5,180
| – | – | 0.73% | 28 |
|
|
2023
Q1 | $845K | Sell |
5,180
-275
| -5% | -$44.9K | 0.8% | 26 |
|
|
2022
Q4 | $979K | Sell |
5,455
-75
| -1% | -$13.5K | 0.83% | 25 |
|
|
2022
Q3 | $795K | Buy |
5,530
+809
| +17% | +$116K | 0.71% | 31 |
|
|
2022
Q2 | $684K | Buy |
4,721
+75
| +2% | +$10.9K | 0.69% | 27 |
|
|
2022
Q1 | $757K | Sell |
4,646
-62
| -1% | -$10.1K | 0.72% | 23 |
|
|
2021
Q4 | $552K | Buy |
+4,708
| New | +$552K | 0.51% | 33 |
|