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 |
2,805
+290
| +12% | +$44.9K | 0.17% | 82 |
|
|
2025
Q2 | $360K | Sell |
2,515
-813
| -24% | -$115K | 0.16% | 89 |
|
|
2025
Q1 | $557K | Sell |
3,328
-25
| -0.7% | -$3.91K | 0.26% | 65 |
|
|
2024
Q4 | $486K | Buy |
3,353
+227
| +7% | +$34.7K | 0.22% | 77 |
|
|
2024
Q3 | $460K | Buy |
3,126
+10
| +0.3% | +$1.49K | 0.21% | 76 |
|
|
2024
Q2 | $487K | Buy |
3,116
+112
| +4% | +$17.9K | 0.24% | 73 |
|
|
2024
Q1 | $474K | Hold |
3,004
| – | – | 0.25% | 72 |
|
|
2023
Q4 | $448K | Sell |
3,004
-120
| -4% | -$18.1K | 0.26% | 69 |
|
|
2023
Q3 | $527K | Hold |
3,124
| – | – | 0.32% | 54 |
|
|
2023
Q2 | $492K | Sell |
3,124
-22
| -0.7% | -$3.53K | 0.28% | 63 |
|
|
2023
Q1 | $513K | Hold |
3,146
| – | – | 0.31% | 59 |
|
|
2022
Q4 | $565K | Sell |
3,146
-7
| -0.2% | -$1.22K | 0.35% | 55 |
|
|
2022
Q3 | $453K | Buy |
3,153
+114
| +4% | +$17.4K | 0.3% | 58 |
|
|
2022
Q2 | $440K | Sell |
3,039
-58
| -2% | -$9.59K | 0.27% | 62 |
|
|
2022
Q1 | $504K | Sell |
3,097
-363
| -10% | -$52.1K | 0.26% | 66 |
|
|
2021
Q4 | $406K | Buy |
3,460
+210
| +6% | +$23.9K | 0.2% | 94 |
|
|
2021
Q3 | $330K | Buy |
3,250
+247
| +8% | +$24.6K | 0.19% | 101 |
|
|
2021
Q2 | $315K | Sell |
3,003
-132
| -4% | -$13.9K | 0.18% | 99 |
|
|
2021
Q1 | $329K | Sell |
3,135
-93
| -3% | -$9.08K | 0.2% | 93 |
|
|
2020
Q4 | $273K | Buy |
3,228
+423
| +15% | +$34.2K | 0.16% | 101 |
|
|
2020
Q3 | $202 | Hold |
2,805
| – | – | 0.08% | 120 |
|
|
2020
Q2 | $250K | Buy |
+2,805
| New | +$251K | 0.18% | 92 |
|
|
2020
Q1 | – | Sell |
-3,428
| Closed | -$413K | – | 129 |
|
|
2019
Q4 | $413K | Hold |
3,428
| – | – | 0.28% | 68 |
|
|
2019
Q3 | $407K | Buy |
3,428
+461
| +16% | +$56K | 0.3% | 60 |
|
|
2019
Q2 | $369K | Sell |
2,967
-65
| -2% | -$7.86K | 0.28% | 65 |
|
|
2019
Q1 | $373K | Buy |
3,032
+366
| +14% | +$43.3K | 0.3% | 61 |
|
|
2018
Q4 | $290K | Sell |
2,666
-36
| -1% | -$4.17K | 0.31% | 66 |
|
|
2018
Q3 | $330K | Buy |
+2,702
| New | +$328K | 0.3% | 62 |
|
|
2018
Q1 | $322K | Buy |
2,822
+90
| +3% | +$10.8K | 0.28% | 61 |
|
|
2017
Q4 | $342K | Buy |
2,732
+164
| +6% | +$19.4K | 0.29% | 73 |
|
|
2017
Q3 | $302K | Buy |
+2,568
| New | +$280K | 0.27% | 79 |
|
Other funds holding CVX
Smith Shellnut Wilson's CVX Position: Q3 2025 in Review
Smith Shellnut Wilson increased its Chevron (CVX) stake by 12% in Q3 2025, buying an estimated $44.9K and bringing the position to 2,805 shares worth $436K. The position accounts for 0.17% of the portfolio, ranked #82.
Smith Shellnut Wilson first reported a position in CVX in Q3 2017 and has held it in 31 quarters since. The position peaked at $565K in Q4 2022. 3,788 funds tracked by Wall St. Rank hold CVX as of Q3 2025.
- Smith Shellnut Wilson held 2,805 shares of Chevron worth $436K as of Q3 2025.
- Smith Shellnut Wilson bought 290 Chevron shares in Q3 2025, an estimated $44.9K.
- Chevron made up 0.17% of Smith Shellnut Wilson's portfolio in Q3 2025, its #82 holding.
- Smith Shellnut Wilson first reported a position in Chevron in Q3 2017 and has held it in 31 quarters since.
- Smith Shellnut Wilson's Chevron position peaked at $565K in Q4 2022.
- 3,788 funds tracked by Wall St. Rank held Chevron as of Q3 2025.
Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.