Smart Money Group’s Chevron CVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
3,208
+13
+0.4% +$1.86K 0.14% 61
2025
Q1
$534K Sell
3,195
-456
-12% -$76.3K 0.18% 58
2024
Q4
$529K Buy
3,651
+1,025
+39% +$148K 0.18% 75
2024
Q3
$391K Sell
2,626
-1
-0% -$149 0.14% 81
2024
Q2
$422K Sell
2,627
-18
-0.7% -$2.89K 0.15% 76
2024
Q1
$427K Sell
2,645
-1,832
-41% -$295K 0.17% 73
2023
Q4
$668K Sell
4,477
-15
-0.3% -$2.24K 0.29% 42
2023
Q3
$757K Buy
4,492
+256
+6% +$43.2K 0.36% 42
2023
Q2
$667K Buy
4,236
+516
+14% +$81.2K 0.32% 40
2023
Q1
$627K Sell
3,720
-102
-3% -$17.2K 0.31% 33
2022
Q4
$686K Sell
3,822
-96
-2% -$17.2K 0.36% 28
2022
Q3
$563K Buy
3,918
+31
+0.8% +$4.46K 0.38% 28
2022
Q2
$563K Buy
3,887
+85
+2% +$12.3K 0.39% 31
2022
Q1
$619K Buy
3,802
+184
+5% +$30K 0.42% 37
2021
Q4
$425K Buy
3,618
+144
+4% +$16.9K 0.27% 48
2021
Q3
$352K Buy
3,474
+599
+21% +$60.7K 0.26% 49
2021
Q2
$257K Sell
2,875
-434
-13% -$38.8K 0.29% 42
2021
Q1
$347K Buy
3,309
+361
+12% +$37.9K 0.29% 51
2020
Q4
$249K Sell
2,948
-1,358
-32% -$115K 0.21% 50
2020
Q3
$310K Buy
4,306
+1,113
+35% +$80.1K 0.13% 79
2020
Q2
$285K Buy
+3,193
New +$285K 0.17% 69