Smith Salley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $21.5M | Buy |
129,777
+2,915
| +2% | +$543K | 0.93% | 32 |
|
|
2026
Q1 | $26.2M | Buy |
126,862
+4,198
| +3% | +$766K | 1.32% | 22 |
|
|
2025
Q4 | $18.7M | Sell |
122,664
-2,592
| -2% | -$395K | 0.93% | 31 |
|
|
2025
Q3 | $19.5M | Sell |
125,256
-1,104
| -0.9% | -$171K | 1% | 27 |
|
|
2025
Q2 | $18.1M | Buy |
126,360
+1,840
| +1% | +$259K | 1.05% | 31 |
|
|
2025
Q1 | $20.8M | Buy |
124,520
+1,864
| +2% | +$292K | 1.37% | 23 |
|
|
2024
Q4 | $17.8M | Sell |
122,656
-534
| -0.4% | -$81.7K | 1.14% | 30 |
|
|
2024
Q3 | $18.1M | Buy |
123,190
+3,759
| +3% | +$560K | 1.19% | 29 |
|
|
2024
Q2 | $18.7M | Buy |
119,431
+4,129
| +4% | +$658K | 1.34% | 26 |
|
|
2024
Q1 | $18.2M | Sell |
115,302
-57,714
| -33% | -$8.71M | 1.41% | 23 |
|
|
2023
Q4 | $25.8M | Buy |
173,016
+1,649
| +1% | +$249K | 1.67% | 16 |
|
|
2023
Q3 | $28.9M | Buy |
171,367
+6,283
| +4% | +$1.01M | 2.14% | 10 |
|
|
2023
Q2 | $26M | Buy |
165,084
+1,380
| +0.8% | +$221K | 1.92% | 13 |
|
|
2023
Q1 | $26.7M | Buy |
163,704
+4,703
| +3% | +$788K | 2.12% | 10 |
|
|
2022
Q4 | $28.5M | Buy |
159,001
+2,337
| +1% | +$408K | 2.44% | 5 |
|
|
2022
Q3 | $22.5M | Sell |
156,664
-2,764
| -2% | -$422K | 2.09% | 9 |
|
|
2022
Q2 | $23.1M | Buy |
159,428
+9,467
| +6% | +$1.56M | 2% | 10 |
|
|
2022
Q1 | $24.4M | Buy |
149,961
+1,341
| +0.9% | +$192K | 1.84% | 12 |
|
|
2021
Q4 | $17.4M | Buy |
148,620
+154
| +0.1% | +$17.5K | 1.24% | 27 |
|
|
2021
Q3 | $15.1M | Buy |
148,466
+747
| +0.5% | +$74.5K | 1.19% | 31 |
|
|
2021
Q2 | $15.5M | Buy |
147,719
+2,122
| +1% | +$224K | 1.25% | 29 |
|
|
2021
Q1 | $15.3M | Buy |
145,597
+20,725
| +17% | +$2.02M | 1.37% | 25 |
|
|
2020
Q4 | $10.5M | Sell |
124,872
-1,053
| -0.8% | -$85.3K | 1.07% | 38 |
|
|
2020
Q3 | $9.07M | Buy |
125,925
+4,443
| +4% | +$374K | 1.1% | 37 |
|
|
2020
Q2 | $10.8M | Buy |
121,482
+6,452
| +6% | +$578K | 1.45% | 23 |
|
|
2020
Q1 | $8.34M | Buy |
115,030
+31,757
| +38% | +$3.14M | 1.39% | 25 |
|
|
2019
Q4 | $10M | Sell |
83,273
-596
| -0.7% | -$70.2K | 1.32% | 29 |
|
|
2019
Q3 | $9.95M | Buy |
83,869
+3,023
| +4% | +$367K | 1.41% | 26 |
|
|
2019
Q2 | $10.1M | Buy |
80,846
+1,790
| +2% | +$216K | 1.52% | 22 |
|
|
2019
Q1 | $9.74M | Buy |
79,056
+1,696
| +2% | +$201K | 1.57% | 19 |
|
|
2018
Q4 | $8.42M | Sell |
77,360
-1,818
| -2% | -$211K | 1.55% | 17 |
|
|
2018
Q3 | $9.68M | Sell |
79,178
-1,032
| -1% | -$125K | 1.53% | 21 |
|
|
2018
Q2 | $10.1M | Buy |
80,210
+10,720
| +15% | +$1.33M | 1.74% | 15 |
|
|
2018
Q1 | $7.92M | Buy |
69,490
+1,130
| +2% | +$135K | 1.42% | 23 |
|
|
2017
Q4 | $8.56M | Buy |
68,360
+1,331
| +2% | +$158K | 1.53% | 17 |
|
|
2017
Q3 | $7.88M | Buy |
67,029
+34,977
| +109% | +$3.82M | 1.51% | 17 |
|
|
2017
Q2 | $3.34M | Buy |
32,052
+890
| +3% | +$94.3K | 0.67% | 60 |
|
|
2017
Q1 | $3.35M | Sell |
31,162
-41
| -0.1% | -$4.6K | 0.69% | 54 |
|
|
2016
Q4 | $3.67M | Buy |
31,203
+855
| +3% | +$93.1K | 0.76% | 49 |
|
|
2016
Q3 | $3.12M | Buy |
30,348
+3,299
| +12% | +$337K | 0.69% | 58 |
|
|
2016
Q2 | $2.84M | Sell |
27,049
-1,569
| -5% | -$158K | 0.66% | 53 |
|
|
2016
Q1 | $2.73M | Sell |
28,618
-971
| -3% | -$84.9K | 0.68% | 50 |
|
|
2015
Q4 | $2.66M | Buy |
29,589
+4,507
| +18% | +$406K | 0.66% | 51 |
|
|
2015
Q3 | $1.98M | Buy |
25,082
+742
| +3% | +$62.5K | 0.53% | 63 |
|
|
2015
Q2 | $2.35M | Buy |
24,340
+379
| +2% | +$39.8K | 0.6% | 54 |
|
|
2015
Q1 | $2.52M | Buy |
23,961
+1,315
| +6% | +$140K | 0.64% | 53 |
|
|
2014
Q4 | $2.54M | Buy |
22,646
+1,251
| +6% | +$142K | 0.66% | 49 |
|
|
2014
Q3 | $2.55M | Sell |
21,395
-3,763
| -15% | -$480K | 0.68% | 48 |
|
|
2014
Q2 | $3.29M | Buy |
25,158
+19,334
| +332% | +$2.41M | 0.88% | 37 |
|
|
2014
Q1 | $693K | Buy |
5,824
+2,039
| +54% | +$237K | 0.43% | 59 |
|
|
2013
Q4 | $473K | Buy |
3,785
+1,301
| +52% | +$157K | 0.31% | 64 |
|
|
2013
Q3 | $302K | Buy |
2,484
+69
| +3% | +$8.48K | 0.24% | 65 |
|
|
2013
Q2 | $286K | Buy |
+2,415
| New | +$292K | 0.23% | 71 |
|
Other funds holding CVX
AACR
Smith Salley Wealth Management's CVX Position: Q2 2026 in Review
Smith Salley Wealth Management increased its Chevron (CVX) stake by 2.3% in Q2 2026, buying an estimated $543K and bringing the position to 129,777 shares worth $21.5M. The position accounts for 0.93% of the portfolio, ranked #32.
Smith Salley Wealth Management first reported a position in CVX in Q2 2013 and has held it in 53 quarters since. The position peaked at $28.9M in Q3 2023. 2,332 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Smith Salley Wealth Management held 129,777 shares of Chevron worth $21.5M as of Q2 2026.
- Smith Salley Wealth Management bought 2,915 Chevron shares in Q2 2026, an estimated $543K.
- Chevron made up 0.93% of Smith Salley Wealth Management's portfolio in Q2 2026, its #32 holding.
- Smith Salley Wealth Management first reported a position in Chevron in Q2 2013 and has held it in 53 quarters since.
- Smith Salley Wealth Management's Chevron position peaked at $28.9M in Q3 2023.
- 2,332 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.