Aptus 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 | $26.2M | Buy |
158,001
+5,153
| +3% | +$959K | 0.18% | 108 |
|
|
2026
Q1 | $31.6M | Buy |
152,848
+89,036
| +140% | +$16.2M | 0.25% | 80 |
|
|
2025
Q4 | $9.73M | Buy |
63,812
+4,804
| +8% | +$732K | 0.07% | 215 |
|
|
2025
Q3 | $9.16M | Sell |
59,008
-2,821
| -5% | -$437K | 0.07% | 224 |
|
|
2025
Q2 | $8.85M | Sell |
61,829
-241,875
| -80% | -$34.1M | 0.07% | 210 |
|
|
2025
Q1 | $50.8M | Buy |
303,704
+227,148
| +297% | +$35.6M | 0.52% | 43 |
|
|
2024
Q4 | $11.1M | Buy |
76,556
+22,783
| +42% | +$3.49M | 0.12% | 154 |
|
|
2024
Q3 | $7.92M | Buy |
53,773
+13,203
| +33% | +$1.97M | 0.12% | 159 |
|
|
2024
Q2 | $6.35M | Sell |
40,570
-1,952
| -5% | -$311K | 0.11% | 157 |
|
|
2024
Q1 | $6.71M | Buy |
42,522
+5,423
| +15% | +$818K | 0.12% | 150 |
|
|
2023
Q4 | $5.53M | Sell |
37,099
-6,891
| -16% | -$1.04M | 0.15% | 124 |
|
|
2023
Q3 | $7.42M | Buy |
43,990
+25,664
| +140% | +$4.15M | 0.2% | 101 |
|
|
2023
Q2 | $2.88M | Buy |
18,326
+262
| +1% | +$42K | 0.07% | 199 |
|
|
2023
Q1 | $2.95M | Sell |
18,064
-38,763
| -68% | -$6.5M | 0.08% | 181 |
|
|
2022
Q4 | $10.2M | Sell |
56,827
-24,481
| -30% | -$4.27M | 0.31% | 67 |
|
|
2022
Q3 | $11.7M | Buy |
81,308
+33,850
| +71% | +$5.16M | 0.28% | 51 |
|
|
2022
Q2 | $6.87M | Buy |
47,458
+13,684
| +41% | +$2.26M | 0.18% | 79 |
|
|
2022
Q1 | $5.5M | Buy |
33,774
+8,957
| +36% | +$1.28M | 0.14% | 96 |
|
|
2021
Q4 | $2.91M | Buy |
24,817
+906
| +4% | +$103K | 0.09% | 143 |
|
|
2021
Q3 | $2.42M | Sell |
23,911
-16,512
| -41% | -$1.65M | 0.06% | 145 |
|
|
2021
Q2 | $4.23M | Sell |
40,423
-292
| -0.7% | -$30.8K | 0.12% | 85 |
|
|
2021
Q1 | $4.27M | Buy |
40,715
+532
| +1% | +$51.9K | 0.15% | 75 |
|
|
2020
Q4 | $3.39M | Buy |
40,183
+3,808
| +10% | +$308K | 0.16% | 87 |
|
|
2020
Q3 | $2.62M | Buy |
36,375
+4,053
| +13% | +$341K | 0.14% | 94 |
|
|
2020
Q2 | $2.88M | Buy |
32,322
+27,254
| +538% | +$2.44M | 0.18% | 77 |
|
|
2020
Q1 | $367K | Sell |
5,068
-48,261
| -90% | -$4.77M | 0.03% | 208 |
|
|
2019
Q4 | $6.43M | Buy |
53,329
+25,915
| +95% | +$3.05M | 0.46% | 41 |
|
|
2019
Q3 | $3.25M | Buy |
27,414
+18,031
| +192% | +$2.19M | 0.18% | 54 |
|
|
2019
Q2 | $1.17M | Buy |
9,383
+592
| +7% | +$71.6K | 0.16% | 118 |
|
|
2019
Q1 | $1.08M | Buy |
8,791
+6,296
| +252% | +$745K | 0.18% | 109 |
|
|
2018
Q4 | $271K | Buy |
+2,495
| New | +$289K | 0.07% | 112 |
|
Other funds holding CVX
Aptus Capital Advisors's CVX Position: Q2 2026 in Review
Aptus Capital Advisors increased its Chevron (CVX) stake by 3.4% in Q2 2026, buying an estimated $959K and bringing the position to 158,001 shares worth $26.2M. The position accounts for 0.18% of the portfolio, ranked #108.
Aptus Capital Advisors first reported a position in CVX in Q4 2018 and has held it in 31 quarters since. The position peaked at $50.8M in Q1 2025. 4,122 funds tracked by Wall St. Rank hold CVX as of Q2 2026.
- Aptus Capital Advisors held 158,001 shares of Chevron worth $26.2M as of Q2 2026.
- Aptus Capital Advisors bought 5,153 Chevron shares in Q2 2026, an estimated $959K.
- Chevron made up 0.18% of Aptus Capital Advisors's portfolio in Q2 2026, its #108 holding.
- Aptus Capital Advisors first reported a position in Chevron in Q4 2018 and has held it in 31 quarters since.
- Aptus Capital Advisors's Chevron position peaked at $50.8M in Q1 2025.
- 4,122 funds tracked by Wall St. Rank held Chevron as of Q2 2026.
Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.