Advisornet Financial’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 | $2.22M | Buy |
13,400
+796
| +6% | +$148K | 0.1% | 170 |
|
|
2026
Q1 | $2.61M | Sell |
12,604
-109
| -0.9% | -$19.9K | 0.14% | 141 |
|
|
2025
Q4 | $1.94M | Buy |
12,713
+690
| +6% | +$105K | 0.1% | 170 |
|
|
2025
Q3 | $1.87M | Buy |
12,023
+467
| +4% | +$72.3K | 0.11% | 170 |
|
|
2025
Q2 | $1.65M | Sell |
11,556
-851
| -7% | -$120K | 0.11% | 183 |
|
|
2025
Q1 | $2.08M | Buy |
12,407
+512
| +4% | +$80.2K | 0.15% | 154 |
|
|
2024
Q4 | $1.72M | Buy |
11,895
+252
| +2% | +$38.6K | 0.14% | 153 |
|
|
2024
Q3 | $1.71M | Buy |
11,643
+531
| +5% | +$79K | 0.13% | 164 |
|
|
2024
Q2 | $1.74M | Sell |
11,112
-106
| -0.9% | -$16.9K | 0.16% | 144 |
|
|
2024
Q1 | $1.77M | Sell |
11,218
-607
| -5% | -$91.6K | 0.17% | 140 |
|
|
2023
Q4 | $1.76M | Sell |
11,825
-2,144
| -15% | -$324K | 0.16% | 144 |
|
|
2023
Q3 | $2.36M | Sell |
13,969
-2,661
| -16% | -$430K | 0.21% | 109 |
|
|
2023
Q2 | $2.62M | Sell |
16,630
-12
| -0.1% | -$1.92K | 0.22% | 108 |
|
|
2023
Q1 | $2.72M | Buy |
16,642
+1,843
| +12% | +$309K | 0.25% | 98 |
|
|
2022
Q4 | $2.66M | Sell |
14,799
-888
| -6% | -$155K | 0.26% | 90 |
|
|
2022
Q3 | $2.25M | Buy |
15,687
+897
| +6% | +$137K | 0.23% | 111 |
|
|
2022
Q2 | $2.14M | Sell |
14,790
-856
| -5% | -$141K | 0.21% | 116 |
|
|
2022
Q1 | $2.55M | Buy |
15,646
+862
| +6% | +$124K | 0.16% | 127 |
|
|
2021
Q4 | $1.74M | Buy |
14,784
+4,552
| +44% | +$517K | 0.11% | 178 |
|
|
2021
Q3 | $1.04M | Buy |
10,232
+1,946
| +23% | +$194K | 0.07% | 231 |
|
|
2021
Q2 | $868K | Sell |
8,286
-352
| -4% | -$37.2K | 0.06% | 279 |
|
|
2021
Q1 | $905K | Buy |
8,638
+2,820
| +48% | +$275K | 0.06% | 256 |
|
|
2020
Q4 | $491K | Sell |
5,818
-2,457
| -30% | -$199K | 0.04% | 341 |
|
|
2020
Q3 | $596K | Sell |
8,275
-307
| -4% | -$25.8K | 0.05% | 314 |
|
|
2020
Q2 | $766K | Sell |
8,582
-3,948
| -32% | -$353K | 0.06% | 258 |
|
|
2020
Q1 | $908K | Sell |
12,530
-2,686
| -18% | -$265K | 0.08% | 206 |
|
|
2019
Q4 | $1.83M | Sell |
15,216
-4,507
| -23% | -$531K | 0.16% | 137 |
|
|
2019
Q3 | $2.34M | Buy |
19,723
+3,521
| +22% | +$428K | 0.22% | 107 |
|
|
2019
Q2 | $2.02M | Buy |
16,202
+2,237
| +16% | +$270K | 0.22% | 103 |
|
|
2019
Q1 | $1.72M | Buy |
13,965
+1,548
| +12% | +$183K | 0.21% | 110 |
|
|
2018
Q4 | $1.35M | Buy |
12,417
+2,932
| +31% | +$340K | 0.19% | 116 |
|
|
2018
Q3 | $1.16M | Buy |
9,485
+1,771
| +23% | +$215K | 0.15% | 142 |
|
|
2018
Q2 | $975K | Sell |
7,714
-24
| -0.3% | -$2.98K | 0.13% | 147 |
|
|
2018
Q1 | $882K | Buy |
7,738
+1,055
| +16% | +$126K | 0.12% | 152 |
|
|
2017
Q4 | $837K | Buy |
+6,683
| New | +$792K | 0.13% | 147 |
|
Other funds holding CVX
AACR
Advisornet Financial's CVX Position: Q2 2026 in Review
Advisornet Financial increased its Chevron (CVX) stake by 6.3% in Q2 2026, buying an estimated $148K and bringing the position to 13,400 shares worth $2.22M. The position accounts for 0.1% of the portfolio, ranked #170.
Advisornet Financial first reported a position in CVX in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.72M in Q1 2023. 2,592 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Advisornet Financial held 13,400 shares of Chevron worth $2.22M as of Q2 2026.
- Advisornet Financial bought 796 Chevron shares in Q2 2026, an estimated $148K.
- Chevron made up 0.1% of Advisornet Financial's portfolio in Q2 2026, its #170 holding.
- Advisornet Financial first reported a position in Chevron in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Chevron position peaked at $2.72M in Q1 2023.
- 2,592 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.