Almanack Investment Partners’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 | $916K | Buy |
5,526
+1,747
| +46% | +$325K | 0.12% | 106 |
|
|
2026
Q1 | $782K | Buy |
3,779
+53
| +1% | +$9.66K | 0.13% | 78 |
|
|
2025
Q4 | $568K | Sell |
3,726
-642
| -15% | -$97.8K | 0.1% | 90 |
|
|
2025
Q3 | $678K | Sell |
4,368
-1,601
| -27% | -$248K | 0.1% | 91 |
|
|
2025
Q2 | $855K | Buy |
5,969
+1,430
| +32% | +$202K | 0.14% | 92 |
|
|
2025
Q1 | $759K | Buy |
4,539
+904
| +25% | +$142K | 0.15% | 71 |
|
|
2024
Q4 | $526K | Buy |
3,635
+32
| +0.9% | +$4.9K | 0.08% | 106 |
|
|
2024
Q3 | $531K | Sell |
3,603
-80
| -2% | -$11.9K | 0.08% | 107 |
|
|
2024
Q2 | $576K | Buy |
3,683
+25
| +0.7% | +$3.99K | 0.1% | 99 |
|
|
2024
Q1 | $577K | Buy |
3,658
+238
| +7% | +$35.9K | 0.1% | 97 |
|
|
2023
Q4 | $510K | Buy |
3,420
+357
| +12% | +$54K | 0.09% | 90 |
|
|
2023
Q3 | $516K | Sell |
3,063
-505
| -14% | -$81.6K | 0.1% | 86 |
|
|
2023
Q2 | $561K | Buy |
3,568
+1,494
| +72% | +$240K | 0.1% | 86 |
|
|
2023
Q1 | $338K | Buy |
2,074
+4
| +0.2% | +$671 | 0.07% | 117 |
|
|
2022
Q4 | $372K | Sell |
2,070
-296
| -13% | -$51.7K | 0.08% | 104 |
|
|
2022
Q3 | $340K | Sell |
2,366
-1,902
| -45% | -$290K | 0.07% | 100 |
|
|
2022
Q2 | $618K | Sell |
4,268
-22
| -0.5% | -$3.64K | 0.06% | 195 |
|
|
2022
Q1 | $699K | Sell |
4,290
-1,262
| -23% | -$181K | 0.06% | 204 |
|
|
2021
Q4 | $652K | Buy |
5,552
+115
| +2% | +$13.1K | 0.05% | 215 |
|
|
2021
Q3 | $552K | Buy |
5,437
+2,470
| +83% | +$246K | 0.05% | 239 |
|
|
2021
Q2 | $311K | Sell |
2,967
-1,123
| -27% | -$119K | 0.03% | 317 |
|
|
2021
Q1 | $429K | Buy |
4,090
+116
| +3% | +$11.3K | 0.04% | 262 |
|
|
2020
Q4 | $336K | Buy |
3,974
+1,127
| +40% | +$91.2K | 0.04% | 275 |
|
|
2020
Q3 | $237K | Sell |
2,847
-2,867
| -50% | -$241K | 0.03% | 344 |
|
|
2020
Q2 | $510K | Buy |
+5,714
| New | +$512K | 0.09% | 124 |
|
|
2019
Q3 | – | Sell |
-1,325
| Closed | -$165K | – | 251 |
|
|
2019
Q2 | $165K | Buy |
+1,325
| New | +$160K | 0.04% | 201 |
|
|
2019
Q1 | – | Sell |
-1,200
| Closed | -$131K | – | 156 |
|
|
2018
Q4 | $131K | Sell |
1,200
-353
| -23% | -$40.9K | 0.04% | 198 |
|
|
2018
Q3 | $188K | Buy |
+1,553
| New | +$188K | 0.05% | 185 |
|
Other funds holding CVX
Almanack Investment Partners's CVX Position: Q2 2026 in Review
Almanack Investment Partners increased its Chevron (CVX) stake by 46% in Q2 2026, buying an estimated $325K and bringing the position to 5,526 shares worth $916K. The position accounts for 0.12% of the portfolio, ranked #106.
Almanack Investment Partners first reported a position in CVX in Q3 2018 and has held it in 28 quarters since. 4,141 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Almanack Investment Partners held 5,526 shares of Chevron worth $916K as of Q2 2026.
- Almanack Investment Partners bought 1,747 Chevron shares in Q2 2026, an estimated $325K.
- Chevron made up 0.12% of Almanack Investment Partners's portfolio in Q2 2026, its #106 holding.
- Almanack Investment Partners first reported a position in Chevron in Q3 2018 and has held it in 28 quarters since.
- 4,141 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.