Alpha Cubed Investments’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $27.3M | Buy |
179,445
+21,188
| +13% | +$3.23M | 0.94% | 25 |
|
|
2025
Q3 | $24.6M | Buy |
158,257
+7,466
| +5% | +$1.16M | 0.86% | 29 |
|
|
2025
Q2 | $21.6M | Buy |
150,791
+64,400
| +75% | +$9.08M | 0.82% | 34 |
|
|
2025
Q1 | $14.5M | Buy |
86,391
+8,485
| +11% | +$1.33M | 0.64% | 43 |
|
|
2024
Q4 | $11.3M | Sell |
77,906
-45,817
| -37% | -$7.01M | 0.52% | 47 |
|
|
2024
Q3 | $18.2M | Buy |
123,723
+1,847
| +2% | +$275K | 0.81% | 41 |
|
|
2024
Q2 | $19.1M | Buy |
121,876
+9,730
| +9% | +$1.55M | 0.91% | 38 |
|
|
2024
Q1 | $17.7M | Buy |
112,146
+46,203
| +70% | +$6.97M | 0.92% | 34 |
|
|
2023
Q4 | $9.84M | Buy |
65,943
+47,240
| +253% | +$7.14M | 0.55% | 52 |
|
|
2023
Q3 | $3.15M | Buy |
18,703
+11,623
| +164% | +$1.88M | 0.21% | 66 |
|
|
2023
Q2 | $1.11M | Buy |
7,080
+371
| +6% | +$59.5K | 0.08% | 99 |
|
|
2023
Q1 | $1.09M | Sell |
6,709
-32,265
| -83% | -$5.41M | 0.08% | 101 |
|
|
2022
Q4 | $7M | Buy |
38,974
+8,122
| +26% | +$1.42M | 0.53% | 57 |
|
|
2022
Q3 | $4.43M | Buy |
30,852
+9,468
| +44% | +$1.44M | 0.35% | 65 |
|
|
2022
Q2 | $3.1M | Buy |
21,384
+5,042
| +31% | +$833K | 0.22% | 73 |
|
|
2022
Q1 | $2.66M | Buy |
16,342
+8,337
| +104% | +$1.2M | 0.17% | 82 |
|
|
2021
Q4 | $939K | Buy |
8,005
+1,029
| +15% | +$117K | 0.06% | 127 |
|
|
2021
Q3 | $708K | Buy |
6,976
+151
| +2% | +$15.1K | 0.05% | 133 |
|
|
2021
Q2 | $715K | Buy |
6,825
+300
| +5% | +$31.7K | 0.05% | 138 |
|
|
2021
Q1 | $684K | Sell |
6,525
-414
| -6% | -$40.4K | 0.05% | 136 |
|
|
2020
Q4 | $586K | Sell |
6,939
-290
| -4% | -$23.5K | 0.05% | 146 |
|
|
2020
Q3 | $520K | Sell |
7,229
-1,148
| -14% | -$96.6K | 0.05% | 134 |
|
|
2020
Q2 | $747K | Sell |
8,377
-3,147
| -27% | -$282K | 0.08% | 98 |
|
|
2020
Q1 | $835K | Sell |
11,524
-53,450
| -82% | -$5.28M | 0.1% | 90 |
|
|
2019
Q4 | $7.83M | Buy |
64,974
+53,847
| +484% | +$6.34M | 0.81% | 36 |
|
|
2019
Q3 | $1.32M | Buy |
11,127
+46
| +0.4% | +$5.59K | 0.15% | 87 |
|
|
2019
Q2 | $1.38M | Buy |
11,081
+1,346
| +14% | +$163K | 0.16% | 87 |
|
|
2019
Q1 | $1.2M | Sell |
9,735
-3,925
| -29% | -$464K | 0.15% | 88 |
|
|
2018
Q4 | $1.49M | Sell |
13,660
-1,888
| -12% | -$219K | 0.22% | 74 |
|
|
2018
Q3 | $1.84M | Buy |
15,548
+8,831
| +131% | +$1.07M | 0.21% | 84 |
|
|
2018
Q2 | $849K | Sell |
6,717
-666
| -9% | -$82.7K | 0.11% | 94 |
|
|
2018
Q1 | $842K | Buy |
7,383
+6
| +0.1% | +$717 | 0.11% | 96 |
|
|
2017
Q4 | $924K | Sell |
7,377
-2,482
| -25% | -$294K | 0.12% | 100 |
|
|
2017
Q3 | $1.16M | Buy |
9,859
+3,802
| +63% | +$415K | 0.17% | 83 |
|
|
2017
Q2 | $632K | Sell |
6,057
-2,021
| -25% | -$214K | 0.11% | 97 |
|
|
2017
Q1 | $867K | Sell |
8,078
-1,870
| -19% | -$210K | 0.18% | 77 |
|
|
2016
Q4 | $1.17M | Buy |
9,948
+7,215
| +264% | +$786K | 0.28% | 64 |
|
|
2016
Q3 | $281K | Buy |
2,733
+273
| +11% | +$27.9K | 0.08% | 144 |
|
|
2016
Q2 | $258K | Sell |
2,460
-3,966
| -62% | -$399K | 0.09% | 122 |
|
|
2016
Q1 | $613K | Buy |
6,426
+2,114
| +49% | +$185K | 0.19% | 80 |
|
|
2015
Q4 | $388K | Sell |
4,312
-555
| -11% | -$50K | 0.1% | 125 |
|
|
2015
Q3 | $442K | Buy |
4,867
+60
| +1% | +$5.05K | 0.12% | 125 |
|
|
2015
Q2 | $464K | Buy |
4,807
+2,560
| +114% | +$269K | 0.12% | 119 |
|
|
2015
Q1 | $236K | Sell |
2,247
-26,645
| -92% | -$2.84M | 0.07% | 158 |
|
|
2014
Q4 | $3.24M | Buy |
28,892
+20,434
| +242% | +$2.32M | 1.27% | 30 |
|
|
2014
Q3 | $1.01M | Sell |
8,458
-350
| -4% | -$44.7K | 0.48% | 67 |
|
|
2014
Q2 | $1.15M | Sell |
8,808
-81
| -0.9% | -$10.1K | 0.51% | 71 |
|
|
2014
Q1 | $1.06M | Sell |
8,889
-9,836
| -53% | -$1.14M | 0.55% | 63 |
|
|
2013
Q4 | $2.34M | Buy |
+18,725
| New | +$2.26M | 0.84% | 33 |
|
Other funds holding CVX
Alpha Cubed Investments's CVX Position: Q4 2025 in Review
Alpha Cubed Investments increased its Chevron (CVX) stake by 13% in Q4 2025, buying an estimated $3.23M and bringing the position to 179,445 shares worth $27.3M. The position accounts for 0.94% of the portfolio, ranked #25.
Alpha Cubed Investments first reported a position in CVX in Q4 2013 and has held it in 49 quarters since. 3,962 funds tracked by Wall St. Rank hold CVX as of Q4 2025.
- Alpha Cubed Investments held 179,445 shares of Chevron worth $27.3M as of Q4 2025.
- Alpha Cubed Investments bought 21,188 Chevron shares in Q4 2025, an estimated $3.23M.
- Chevron made up 0.94% of Alpha Cubed Investments's portfolio in Q4 2025, its #25 holding.
- Alpha Cubed Investments first reported a position in Chevron in Q4 2013 and has held it in 49 quarters since.
- 3,962 funds tracked by Wall St. Rank held Chevron as of Q4 2025.
Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.