Arax Advisory 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
Q1 | $5.52M | Sell |
26,690
-1,810
| -6% | -$330K | 0.16% | 127 |
|
|
2025
Q4 | $4.34M | Sell |
28,500
-27,723
| -49% | -$4.22M | 0.13% | 136 |
|
|
2025
Q3 | $8.73M | Buy |
56,223
+45,401
| +420% | +$7.03M | 0.13% | 122 |
|
|
2025
Q2 | $1.72M | Buy |
10,822
+1,158
| +12% | +$163K | 0.08% | 164 |
|
|
2025
Q1 | $1.62M | Sell |
9,664
-4,374
| -31% | -$685K | 0.1% | 128 |
|
|
2024
Q4 | $2.03M | Buy |
14,038
+11,541
| +462% | +$1.77M | 0.13% | 109 |
|
|
2024
Q3 | $368K | Sell |
2,497
-47
| -2% | -$7K | 0.03% | 241 |
|
|
2024
Q2 | $398K | Buy |
2,544
+273
| +12% | +$43.5K | 0.04% | 229 |
|
|
2024
Q1 | $358K | Buy |
2,271
+192
| +9% | +$29K | 0.04% | 223 |
|
|
2023
Q4 | $310K | Sell |
2,079
-1,602
| -44% | -$242K | 0.03% | 226 |
|
|
2023
Q3 | $621K | Sell |
3,681
-152
| -4% | -$24.6K | 0.08% | 126 |
|
|
2023
Q2 | $603K | Buy |
3,833
+282
| +8% | +$45.2K | 0.08% | 102 |
|
|
2023
Q1 | $579K | Buy |
3,551
+94
| +3% | +$15.8K | 0.08% | 106 |
|
|
2022
Q4 | $620K | Buy |
3,457
+60
| +2% | +$10.5K | 0.09% | 98 |
|
|
2022
Q3 | $488K | Sell |
3,397
-84
| -2% | -$12.8K | 0.08% | 95 |
|
|
2022
Q2 | $504K | Sell |
3,481
-331
| -9% | -$54.7K | 0.08% | 93 |
|
|
2022
Q1 | $621K | Buy |
3,812
+16
| +0.4% | +$2.29K | 0.08% | 87 |
|
|
2021
Q4 | $445K | Buy |
3,796
+377
| +11% | +$42.8K | 0.06% | 120 |
|
|
2021
Q3 | $347K | Sell |
3,419
-1,004
| -23% | -$100K | 0.05% | 150 |
|
|
2021
Q2 | $463K | Buy |
+4,423
| New | +$467K | 0.06% | 111 |
|
|
2020
Q4 | $274K | Buy |
3,247
+14
| +0.4% | +$1.13K | 0.04% | 158 |
|
|
2020
Q3 | $233K | Buy |
3,233
+230
| +8% | +$19.3K | 0.04% | 160 |
|
|
2020
Q2 | $268K | Buy |
3,003
+169
| +6% | +$15.1K | 0.05% | 125 |
|
|
2020
Q1 | $205K | Buy |
2,834
+556
| +24% | +$54.9K | 0.05% | 145 |
|
|
2019
Q4 | $275K | Sell |
2,278
-70
| -3% | -$8.24K | 0.08% | 111 |
|
|
2019
Q3 | $279K | Buy |
2,348
+102
| +5% | +$12.4K | 0.08% | 110 |
|
|
2019
Q2 | $279K | Buy |
+2,246
| New | +$272K | 0.09% | 106 |
|
|
2018
Q4 | $265K | Sell |
2,437
-57
| -2% | -$6.6K | 0.11% | 98 |
|
|
2018
Q3 | $305K | Sell |
2,494
-836
| -25% | -$101K | 0.12% | 87 |
|
|
2018
Q2 | $421K | Buy |
3,330
+638
| +24% | +$79.2K | 0.18% | 58 |
|
|
2018
Q1 | $307K | Sell |
2,692
-280
| -9% | -$33.5K | 0.16% | 63 |
|
|
2017
Q4 | $372K | Buy |
2,972
+69
| +2% | +$8.18K | 0.16% | 54 |
|
|
2017
Q3 | $341K | Sell |
2,903
-200
| -6% | -$21.8K | 0.16% | 52 |
|
|
2017
Q2 | $326K | Buy |
3,103
+109
| +4% | +$11.5K | 0.16% | 57 |
|
|
2017
Q1 | $321K | Buy |
2,994
+242
| +9% | +$27.1K | 0.15% | 47 |
|
|
2016
Q4 | $324K | Buy |
+2,752
| New | +$300K | 0.16% | 39 |
|
Other funds holding CVX
VCM
VPM
Arax Advisory Partners's CVX Position: Q1 2026 in Review
Arax Advisory Partners reduced its Chevron (CVX) stake by 6.4% in Q1 2026, selling an estimated $330K and leaving 26,690 shares worth $5.52M. The position accounts for 0.16% of the portfolio, ranked #127.
Arax Advisory Partners first reported a position in CVX in Q4 2016 and has held it in 36 quarters since. The position peaked at $8.73M in Q3 2025. 4,273 funds tracked by Wall St. Rank hold CVX as of Q1 2026.
- Arax Advisory Partners held 26,690 shares of Chevron worth $5.52M as of Q1 2026.
- Arax Advisory Partners sold 1,810 Chevron shares in Q1 2026, an estimated $330K.
- Chevron made up 0.16% of Arax Advisory Partners's portfolio in Q1 2026, its #127 holding.
- Arax Advisory Partners first reported a position in Chevron in Q4 2016 and has held it in 36 quarters since.
- Arax Advisory Partners's Chevron position peaked at $8.73M in Q3 2025.
- 4,273 funds tracked by Wall St. Rank held Chevron as of Q1 2026.
Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.