Smith & Howard Wealth Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Hold |
1,653
| – | – | 0.06% | 73 |
|
|
2025
Q1 | $277K | Hold |
1,653
| – | – | 0.08% | 62 |
|
|
2024
Q4 | $239K | Hold |
1,653
| – | – | 0.07% | 70 |
|
|
2024
Q3 | $243K | Hold |
1,653
| – | – | 0.07% | 74 |
|
|
2024
Q2 | $259K | Buy |
1,653
+134
| +9% | +$21K | 0.08% | 68 |
|
|
2024
Q1 | $240K | Hold |
1,519
| – | – | 0.07% | 70 |
|
|
2023
Q4 | $227K | Hold |
1,519
| – | – | 0.08% | 65 |
|
|
2023
Q3 | $256K | Sell |
1,519
-34
| -2% | -$5.73K | 0.09% | 62 |
|
|
2023
Q2 | $244K | Buy |
1,553
+34
| +2% | +$5.35K | 0.09% | 65 |
|
|
2023
Q1 | $248K | Hold |
1,519
| – | – | 0.09% | 61 |
|
|
2022
Q4 | $273K | Sell |
1,519
-7
| -0.5% | -$1.26K | 0.1% | 55 |
|
|
2022
Q3 | $219K | Buy |
+1,526
| New | +$219K | 0.09% | 60 |
|
|
2021
Q4 | – | Sell |
-2,485
| Closed | -$252K | – | 71 |
|
|
2021
Q3 | $252K | Buy |
+2,485
| New | +$252K | 0.12% | 61 |
|
|
2020
Q1 | – | Sell |
-1,784
| Closed | -$215K | – | 71 |
|
|
2019
Q4 | $215K | Buy |
+1,784
| New | +$215K | 0.07% | 84 |
|
|
2014
Q1 | – | Sell |
-698
| Closed | -$87K | – | 79 |
|
|
2013
Q4 | $87K | Buy |
698
+140
| +25% | +$17.5K | 0.05% | 89 |
|
|
2013
Q3 | $68K | Hold |
558
| – | – | 0.04% | 97 |
|
|
2013
Q2 | $66K | Buy |
+558
| New | +$66K | 0.04% | 93 |
|