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 |
|