Smartleaf Asset Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
21,405
-1,814
| -8% | -$261K | 0.27% | 72 |
|
|
2025
Q1 | $3.86M | Buy |
23,219
+1,032
| +5% | +$171K | 0.37% | 54 |
|
|
2024
Q4 | $3.17M | Buy |
22,187
+3,915
| +21% | +$560K | 0.32% | 62 |
|
|
2024
Q3 | $2.66M | Buy |
18,272
+4,622
| +34% | +$672K | 0.32% | 70 |
|
|
2024
Q2 | $2.13M | Buy |
13,650
+1,555
| +13% | +$243K | 0.35% | 59 |
|
|
2024
Q1 | $1.89M | Buy |
12,095
+3,280
| +37% | +$513K | 0.37% | 66 |
|
|
2023
Q4 | $1.28M | Buy |
+8,815
| New | +$1.28M | 0.34% | 71 |
|