Smith Shellnut Wilson’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 | $436K | Buy |
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|
2025
Q2 | $360K | Sell |
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|
2025
Q1 | $557K | Sell |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $487K | Buy |
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|
2024
Q1 | $474K | Hold |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $527K | Hold |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $513K | Hold |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $440K | Sell |
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|
2022
Q1 | $504K | Sell |
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|
2021
Q4 | $406K | Buy |
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|
2021
Q3 | $330K | Buy |
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|
2021
Q2 | $315K | Sell |
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|
2021
Q1 | $329K | Sell |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $202 | Hold |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $413K | Hold |
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|
2019
Q3 | $407K | Buy |
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|
2019
Q2 | $369K | Sell |
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|
2019
Q1 | $373K | Buy |
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|
2018
Q4 | $290K | Sell |
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|
2018
Q3 | $330K | Buy |
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|
2018
Q1 | $322K | Buy |
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|
2017
Q4 | $342K | Buy |
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|
2017
Q3 | $302K | Buy |
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