Ackerman Capital Advisors’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 | $1.31M | Buy |
7,880
+73
| +0.9% | +$13.6K | 0.26% | 42 |
|
|
2026
Q1 | $1.62M | Hold |
7,807
| – | – | 0.33% | 39 |
|
|
2025
Q4 | $1.19M | Hold |
7,807
| – | – | 0.24% | 46 |
|
|
2025
Q3 | $1.21M | Hold |
7,807
| – | – | 0.25% | 49 |
|
|
2025
Q2 | $1.12M | Hold |
7,807
| – | – | 0.26% | 49 |
|
|
2025
Q1 | $1.31M | Hold |
7,807
| – | – | 0.34% | 39 |
|
|
2024
Q4 | $1.13M | Hold |
7,807
| – | – | 0.3% | 42 |
|
|
2024
Q3 | $1.15M | Hold |
7,807
| – | – | 0.3% | 42 |
|
|
2024
Q2 | $1.22M | Buy |
7,807
+100
| +1% | +$15.9K | 0.32% | 42 |
|
|
2024
Q1 | $1.22M | Hold |
7,707
| – | – | 0.34% | 43 |
|
|
2023
Q4 | $1.15M | Hold |
7,707
| – | – | 0.32% | 51 |
|
|
2023
Q3 | $1.3M | Hold |
7,707
| – | – | 0.36% | 39 |
|
|
2023
Q2 | $1.21M | Sell |
7,707
-72
| -0.9% | -$11.5K | 0.31% | 43 |
|
|
2023
Q1 | $1.27M | Hold |
7,779
| – | – | 0.33% | 43 |
|
|
2022
Q4 | $1.4M | Buy |
7,779
+62
| +0.8% | +$10.8K | 0.38% | 37 |
|
|
2022
Q3 | $1.11M | Hold |
7,717
| – | – | 0.32% | 41 |
|
|
2022
Q2 | $1.12M | Hold |
7,717
| – | – | 0.3% | 46 |
|
|
2022
Q1 | $1.26M | Sell |
7,717
-2,050
| -21% | -$294K | 0.3% | 43 |
|
|
2021
Q4 | $1.15M | Hold |
9,767
| – | – | 0.26% | 45 |
|
|
2021
Q3 | $991K | Hold |
9,767
| – | – | 0.23% | 41 |
|
|
2021
Q2 | $1.02M | Hold |
9,767
| – | – | 0.24% | 37 |
|
|
2021
Q1 | $1.02M | Hold |
9,767
| – | – | 0.25% | 41 |
|
|
2020
Q4 | $825K | Hold |
9,767
| – | – | 0.21% | 46 |
|
|
2020
Q3 | $703K | Hold |
9,767
| – | – | 0.2% | 46 |
|
|
2020
Q2 | $872K | Hold |
9,767
| – | – | 0.26% | 39 |
|
|
2020
Q1 | $708K | Sell |
9,767
-607
| -6% | -$60K | 0.28% | 35 |
|
|
2019
Q4 | $1.25M | Sell |
10,374
-197
| -2% | -$23.2K | 0.37% | 39 |
|
|
2019
Q3 | $1.25M | Buy |
+10,571
| New | +$1.28M | 0.43% | 34 |
|
|
2018
Q4 | $1.16M | Buy |
+10,663
| New | +$1.24M | 0.09% | 78 |
|
|
2018
Q1 | $1.37M | Buy |
10,972
+2
| +0% | +$239 | 0.55% | 31 |
|
|
2017
Q4 | $1.29M | Buy |
+10,970
| New | +$1.3M | 0.55% | 27 |
|
|
2017
Q2 | $1.13M | Buy |
+10,815
| New | +$1.15M | 0.47% | 32 |
|
Other funds holding CVX
Ackerman Capital Advisors's CVX Position: Q2 2026 in Review
Ackerman Capital Advisors increased its Chevron (CVX) stake by 0.94% in Q2 2026, buying an estimated $13.6K and bringing the position to 7,880 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #42.
Ackerman Capital Advisors first reported a position in CVX in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.62M in Q1 2026. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Ackerman Capital Advisors held 7,880 shares of Chevron worth $1.31M as of Q2 2026.
- Ackerman Capital Advisors bought 73 Chevron shares in Q2 2026, an estimated $13.6K.
- Chevron made up 0.26% of Ackerman Capital Advisors's portfolio in Q2 2026, its #42 holding.
- Ackerman Capital Advisors first reported a position in Chevron in Q2 2017 and has held it in 32 quarters since.
- Ackerman Capital Advisors's Chevron position peaked at $1.62M in Q1 2026.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.