SMC
Smith, Moore & Co’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
18,877
+1,706
| +10% | +$244K | 0.23% | 94 |
|
|
2025
Q1 | $2.87M | Sell |
17,171
-1,668
| -9% | -$279K | 0.27% | 81 |
|
|
2024
Q4 | $2.73M | Buy |
18,839
+546
| +3% | +$79.1K | 0.25% | 88 |
|
|
2024
Q3 | $2.69M | Buy |
18,293
+1,162
| +7% | +$171K | 0.26% | 77 |
|
|
2024
Q2 | $2.68M | Sell |
17,131
-40
| -0.2% | -$6.26K | 0.28% | 72 |
|
|
2024
Q1 | $2.71M | Buy |
17,171
+279
| +2% | +$44K | 0.29% | 70 |
|
|
2023
Q4 | $2.52M | Sell |
16,892
-782
| -4% | -$117K | 0.3% | 71 |
|
|
2023
Q3 | $2.98M | Buy |
17,674
+319
| +2% | +$53.8K | 0.39% | 54 |
|
|
2023
Q2 | $2.73M | Buy |
17,355
+941
| +6% | +$148K | 0.35% | 57 |
|
|
2023
Q1 | $2.68M | Buy |
16,414
+1,086
| +7% | +$177K | 0.36% | 54 |
|
|
2022
Q4 | $2.75M | Buy |
15,328
+366
| +2% | +$65.7K | 0.38% | 52 |
|
|
2022
Q3 | $2.15M | Buy |
14,962
+187
| +1% | +$26.9K | 0.33% | 63 |
|
|
2022
Q2 | $2.14M | Sell |
14,775
-433
| -3% | -$62.7K | 0.33% | 68 |
|
|
2022
Q1 | $2.48M | Sell |
15,208
-31
| -0.2% | -$5.05K | 0.34% | 65 |
|
|
2021
Q4 | $1.79M | Buy |
15,239
+245
| +2% | +$28.7K | 0.25% | 76 |
|
|
2021
Q3 | $1.52M | Buy |
14,994
+416
| +3% | +$42.2K | 0.23% | 82 |
|
|
2021
Q2 | $1.53M | Buy |
14,578
+360
| +3% | +$37.7K | 0.23% | 80 |
|
|
2021
Q1 | $1.49M | Sell |
14,218
-387
| -3% | -$40.6K | 0.24% | 84 |
|
|
2020
Q4 | $1.23M | Sell |
14,605
-80
| -0.5% | -$6.75K | 0.23% | 81 |
|
|
2020
Q3 | $1.06M | Buy |
14,685
+3,536
| +32% | +$255K | 0.22% | 89 |
|
|
2020
Q2 | $995K | Sell |
11,149
-4,111
| -27% | -$367K | 0.22% | 85 |
|
|
2020
Q1 | $1.11M | Buy |
15,260
+1,320
| +9% | +$95.7K | 0.29% | 69 |
|
|
2019
Q4 | $1.68M | Sell |
13,940
-1,533
| -10% | -$185K | 0.35% | 59 |
|
|
2019
Q3 | $1.84M | Sell |
15,473
-93
| -0.6% | -$11K | 0.41% | 55 |
|
|
2019
Q2 | $1.94M | Sell |
15,566
-188
| -1% | -$23.4K | 0.44% | 50 |
|
|
2019
Q1 | $1.94M | Sell |
15,754
-1,226
| -7% | -$151K | 0.46% | 47 |
|
|
2018
Q4 | $1.85M | Buy |
16,980
+107
| +0.6% | +$11.6K | 0.5% | 44 |
|
|
2018
Q3 | $2.06M | Buy |
16,873
+377
| +2% | +$46.1K | 0.47% | 47 |
|
|
2018
Q2 | $2.09M | Buy |
16,496
+758
| +5% | +$95.9K | 0.52% | 38 |
|
|
2018
Q1 | $1.8M | Sell |
15,738
-320
| -2% | -$36.5K | 0.48% | 44 |
|
|
2017
Q4 | $2.01M | Sell |
16,058
-10
| -0.1% | -$1.25K | 0.54% | 39 |
|
|
2017
Q3 | $1.89M | Sell |
16,068
-237
| -1% | -$27.8K | 0.54% | 39 |
|
|
2017
Q2 | $1.7M | Buy |
16,305
+1,453
| +10% | +$152K | 0.57% | 39 |
|
|
2017
Q1 | $1.6M | Buy |
14,852
+659
| +5% | +$70.8K | 0.57% | 39 |
|
|
2016
Q4 | $1.67M | Sell |
14,193
-96
| -0.7% | -$11.3K | 0.64% | 37 |
|
|
2016
Q3 | $1.47M | Buy |
14,289
+634
| +5% | +$65.3K | 0.59% | 38 |
|
|
2016
Q2 | $1.43M | Buy |
13,655
+1,903
| +16% | +$199K | 0.59% | 35 |
|
|
2016
Q1 | $1.12M | Buy |
11,752
+2,132
| +22% | +$203K | 0.48% | 44 |
|
|
2015
Q4 | $865K | Buy |
9,620
+300
| +3% | +$27K | 0.43% | 47 |
|
|
2015
Q3 | $735K | Sell |
9,320
-627
| -6% | -$49.4K | 0.41% | 39 |
|
|
2015
Q2 | $960K | Buy |
9,947
+83
| +0.8% | +$8.01K | 0.49% | 33 |
|
|
2015
Q1 | $1.04M | Sell |
9,864
-160
| -2% | -$16.8K | 0.55% | 27 |
|
|
2014
Q4 | $1.12M | Buy |
10,024
+321
| +3% | +$36K | 0.6% | 28 |
|
|
2014
Q3 | $1.16M | Buy |
9,703
+4,597
| +90% | +$549K | 0.65% | 28 |
|
|
2014
Q2 | $667K | Sell |
5,106
-5,143
| -50% | -$672K | 0.4% | 39 |
|
|
2014
Q1 | $1.22M | Buy |
10,249
+48
| +0.5% | +$5.71K | 0.73% | 26 |
|
|
2013
Q4 | $1.27M | Buy |
+10,201
| New | +$1.27M | 0.8% | 24 |
|