SWM
Stockman Wealth Management’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
76,498
+4,353
| +6% | +$623K | 1.49% | 28 |
|
|
2025
Q1 | $12.1M | Buy |
72,145
+4,081
| +6% | +$683K | 1.79% | 19 |
|
|
2024
Q4 | $9.86M | Buy |
68,064
+2,607
| +4% | +$378K | 1.54% | 25 |
|
|
2024
Q3 | $9.64M | Buy |
65,457
+5,769
| +10% | +$850K | 1.5% | 25 |
|
|
2024
Q2 | $9.34M | Buy |
59,688
+1,134
| +2% | +$177K | 1.64% | 22 |
|
|
2024
Q1 | $9.24M | Buy |
58,554
+1,751
| +3% | +$276K | 1.63% | 22 |
|
|
2023
Q4 | $8.47M | Buy |
56,803
+1,429
| +3% | +$213K | 1.69% | 21 |
|
|
2023
Q3 | $9.34M | Buy |
55,374
+149
| +0.3% | +$25.1K | 2.06% | 15 |
|
|
2023
Q2 | $8.69M | Buy |
55,225
+1,268
| +2% | +$200K | 1.87% | 18 |
|
|
2023
Q1 | $8.8M | Buy |
53,957
+205
| +0.4% | +$33.4K | 1.97% | 15 |
|
|
2022
Q4 | $9.65M | Sell |
53,752
-2,319
| -4% | -$416K | 2.22% | 12 |
|
|
2022
Q3 | $8.06M | Sell |
56,071
-8,343
| -13% | -$1.2M | 2.18% | 13 |
|
|
2022
Q2 | $9.33M | Sell |
64,414
-1,734
| -3% | -$251K | 2.38% | 9 |
|
|
2022
Q1 | $10.8M | Sell |
66,148
-7,354
| -10% | -$1.2M | 2.23% | 5 |
|
|
2021
Q4 | $8.63M | Sell |
73,502
-527
| -0.7% | -$61.8K | 1.76% | 12 |
|
|
2021
Q3 | $7.51M | Buy |
74,029
+3,965
| +6% | +$402K | 1.67% | 14 |
|
|
2021
Q2 | $7.34M | Buy |
70,064
+4,793
| +7% | +$502K | 1.75% | 13 |
|
|
2021
Q1 | $6.84M | Sell |
65,271
-4,804
| -7% | -$503K | 1.9% | 11 |
|
|
2020
Q4 | $5.92M | Buy |
70,075
+8,989
| +15% | +$759K | 1.81% | 15 |
|
|
2020
Q3 | $4.4M | Buy |
61,086
+5,953
| +11% | +$429K | 1.6% | 19 |
|
|
2020
Q2 | $4.92M | Sell |
55,133
-600
| -1% | -$53.5K | 1.84% | 16 |
|
|
2020
Q1 | $4.04M | Buy |
55,733
+10,573
| +23% | +$766K | 1.79% | 18 |
|
|
2019
Q4 | $5.44M | Buy |
45,160
+955
| +2% | +$115K | 1.93% | 14 |
|
|
2019
Q3 | $5.24M | Buy |
44,205
+2,760
| +7% | +$327K | 2.01% | 12 |
|
|
2019
Q2 | $5.16M | Buy |
41,445
+1,615
| +4% | +$201K | 2.11% | 13 |
|
|
2019
Q1 | $4.91M | Buy |
39,830
+292
| +0.7% | +$36K | 2.14% | 13 |
|
|
2018
Q4 | $4.3M | Buy |
39,538
+2,308
| +6% | +$251K | 2.05% | 13 |
|
|
2018
Q3 | $4.55M | Buy |
37,230
+2,376
| +7% | +$291K | 1.96% | 16 |
|
|
2018
Q2 | $4.41M | Buy |
34,854
+75
| +0.2% | +$9.48K | 2.02% | 14 |
|
|
2018
Q1 | $3.97M | Buy |
34,779
+1,870
| +6% | +$213K | 1.82% | 17 |
|
|
2017
Q4 | $4.12M | Buy |
32,909
+71
| +0.2% | +$8.89K | 1.85% | 17 |
|
|
2017
Q3 | $3.86M | Buy |
32,838
+22,204
| +209% | +$2.61M | 1.85% | 20 |
|
|
2017
Q2 | $1.11M | Sell |
10,634
-19,975
| -65% | -$2.08M | 1.11% | 34 |
|
|
2017
Q1 | $3.29M | Buy |
30,609
+714
| +2% | +$76.7K | 1.87% | 18 |
|
|
2016
Q4 | $3.52M | Sell |
29,895
-2,460
| -8% | -$290K | 2.14% | 14 |
|
|
2016
Q3 | $3.33M | Buy |
32,355
+1,715
| +6% | +$177K | 2.06% | 13 |
|
|
2016
Q2 | $3.21M | Sell |
30,640
-351
| -1% | -$36.8K | 2.51% | 14 |
|
|
2016
Q1 | $2.96M | Sell |
30,991
-1,093
| -3% | -$104K | 2.35% | 14 |
|
|
2015
Q4 | $2.89M | Buy |
32,084
+1,601
| +5% | +$144K | 2.34% | 12 |
|
|
2015
Q3 | $2.4M | Buy |
30,483
+4,707
| +18% | +$371K | 2.07% | 14 |
|
|
2015
Q2 | $2.49M | Buy |
25,776
+958
| +4% | +$92.4K | 2.12% | 15 |
|
|
2015
Q1 | $2.61M | Buy |
24,818
+15,440
| +165% | +$1.62M | 2.23% | 15 |
|
|
2014
Q4 | $1.05M | Buy |
+9,378
| New | +$1.05M | 0.9% | 48 |
|