Smith & Howard Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Hold |
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|
2025
Q2 | $237K | Hold |
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|
2025
Q1 | $277K | Hold |
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|
2024
Q4 | $239K | Hold |
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|
2024
Q3 | $243K | Hold |
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|
2024
Q2 | $259K | Buy |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $227K | Hold |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $273K | Sell |
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|
2022
Q3 | $219K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $87K | Buy |
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|
2013
Q3 | $68K | Hold |
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|
2013
Q2 | $66K | Buy |
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