STA
Smith Thornton Advisors’s Chevron CVX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $302K | Buy |
2,111
+51
| +2% | +$7.3K | 0.17% | 115 |
|
2025
Q1 | $345K | Buy |
2,060
+31
| +2% | +$5.19K | 0.21% | 101 |
|
2024
Q4 | $294K | Sell |
2,029
-1,907
| -48% | -$276K | 0.19% | 113 |
|
2024
Q3 | $580K | Buy |
3,936
+85
| +2% | +$12.5K | 0.38% | 72 |
|
2024
Q2 | $602K | Buy |
+3,851
| New | +$602K | 0.44% | 65 |
|