Smart Portfolios LLC’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
2,131
| – | – | 0.31% | 87 |
|
|
2025
Q1 | $356K | Buy |
2,131
+39
| +2% | +$6.52K | 0.39% | 78 |
|
|
2024
Q4 | $303K | Buy |
2,092
+17
| +0.8% | +$2.46K | 0.32% | 85 |
|
|
2024
Q3 | $306K | Hold |
2,075
| – | – | 0.31% | 89 |
|
|
2024
Q2 | $325K | Buy |
2,075
+270
| +15% | +$42.2K | 0.33% | 84 |
|
|
2024
Q1 | $285K | Buy |
1,805
+70
| +4% | +$11K | 0.3% | 87 |
|
|
2023
Q4 | $264K | Buy |
+1,735
| New | +$264K | 0.31% | 78 |
|
|
2019
Q2 | – | Sell |
-3,779
| Closed | -$465K | – | 83 |
|
|
2019
Q1 | $465K | Buy |
3,779
+3,179
| +530% | +$391K | 0.39% | 26 |
|
|
2018
Q4 | $65K | Hold |
600
| – | – | 0.05% | 78 |
|
|
2018
Q3 | $73K | Hold |
600
| – | – | 0.05% | 77 |
|
|
2018
Q2 | $76K | Hold |
600
| – | – | 0.05% | 79 |
|
|
2018
Q1 | $68K | Buy |
+600
| New | +$68K | 0.04% | 70 |
|